+1,027.9%
C vs HON
+6,210.3%
-5,182.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.5% |
| 7D | -0.4% | +1.9% | -2.2% | -1.5% |
| 30D | -5.2% | +9.9% | -15.0% | -10.7% |
| 3M | -9.1% | -5.8% | -3.3% | -6.0% |
| 6M | -1.6% | +3.0% | -4.6% | -5.0% |
| YTD | +6.9% | +13.1% | -6.1% | -3.2% |
| 1Y | +23.0% | +13.2% | +9.8% | +11.1% |
| 3Y | +216.1% | +30.8% | +185.3% | +156.3% |
| 5Y | +112.2% | +13.0% | +99.2% | +87.1% |
| 10Y | +208.8% | +161.3% | +47.5% | +69.6% |
| All | +1,027.9% | +6,210.3% | -5,182.4% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling