+203.9%
CAT vs HON
+22.0%
+182.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.4% |
| 7D | +5.6% | -0.8% | +6.4% | +6.0% |
| 30D | -2.3% | -15.2% | +12.8% | +6.1% |
| 3M | -10.0% | -6.0% | -4.0% | -8.0% |
| 6M | +21.2% | -14.9% | +36.1% | +30.4% |
| YTD | +44.4% | +3.2% | +41.3% | +40.2% |
| 1Y | +96.3% | 0.0% | +96.3% | +92.9% |
| 3Y | +203.9% | +21.5% | +182.4% | +161.8% |
| All | +203.9% | +22.0% | +182.0% | +161.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling