+856.1%
EEM vs HON
+1,633.3%
-777.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.8% | +0.6% |
| 7D | +3.1% | -0.8% | +3.9% | +3.6% |
| 30D | +4.9% | -15.2% | +20.0% | +16.8% |
| 3M | +5.2% | -6.0% | +11.2% | +8.4% |
| 6M | +20.7% | -14.9% | +35.6% | +32.8% |
| YTD | +26.5% | +3.2% | +23.3% | +21.4% |
| 1Y | +37.8% | 0.0% | +37.8% | +34.2% |
| 3Y | +91.0% | +21.5% | +69.5% | +56.2% |
| 5Y | +47.0% | +4.0% | +43.0% | +30.7% |
| 10Y | +125.6% | +138.4% | -12.8% | -4.3% |
| All | +856.1% | +1,633.3% | -777.2% | -1.2% |
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