+22.6%
EFA vs HON
+1.2%
+21.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.1% |
| 7D | +0.6% | -3.6% | +4.2% | +1.6% |
| 30D | +0.9% | -15.3% | +16.1% | +5.4% |
| 3M | +4.9% | -7.9% | +12.8% | +6.3% |
| 6M | +8.6% | -18.1% | +26.6% | +13.3% |
| YTD | +14.6% | +3.8% | +10.8% | +13.7% |
| 1Y | +22.6% | +0.5% | +22.1% | +23.0% |
| All | +22.6% | +1.2% | +21.5% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling