+1,163.5%
C vs HON
+5,695.7%
-4,532.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.9% |
| 7D | +3.6% | -3.6% | +7.2% | +6.0% |
| 30D | +0.1% | -15.3% | +15.3% | +10.9% |
| 3M | +2.4% | -7.9% | +10.3% | +6.8% |
| 6M | +24.9% | -18.1% | +43.0% | +39.7% |
| YTD | +19.8% | +3.8% | +16.0% | +14.8% |
| 1Y | +44.9% | +0.5% | +44.4% | +41.0% |
| 3Y | +263.0% | +19.8% | +243.2% | +211.8% |
| 5Y | +129.5% | +2.9% | +126.6% | +115.1% |
| 10Y | +291.6% | +134.6% | +157.0% | +130.0% |
| All | +1,163.5% | +5,695.7% | -4,532.2% | +92.9% |
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