+52.7%
EFA vs HON
+1.1%
+51.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | -1.5% | -3.5% | +1.9% | -0.1% |
| 30D | -1.7% | -13.8% | +12.1% | +4.2% |
| 3M | +3.5% | -11.7% | +15.2% | +7.9% |
| 6M | +9.5% | -18.7% | +28.2% | +17.9% |
| YTD | +12.9% | +0.2% | +12.6% | +11.0% |
| 1Y | +18.2% | -3.1% | +21.3% | +17.7% |
| 3Y | +64.8% | +17.0% | +47.9% | +46.0% |
| All | +52.7% | +1.1% | +51.5% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling