+393.0%
EFA vs HON
+905.9%
-512.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.2% |
| 7D | +1.2% | -0.8% | +2.0% | +1.6% |
| 30D | -0.7% | -15.2% | +14.4% | +7.7% |
| 3M | +6.4% | -6.0% | +12.4% | +8.7% |
| 6M | +11.4% | -14.9% | +26.3% | +19.5% |
| YTD | +14.0% | +3.2% | +10.8% | +10.5% |
| 1Y | +20.2% | 0.0% | +20.2% | +17.9% |
| 3Y | +68.2% | +21.5% | +46.7% | +46.1% |
| 5Y | +54.8% | +4.0% | +50.8% | +44.1% |
| 10Y | +142.4% | +138.4% | +4.0% | +39.6% |
| All | +393.0% | +905.9% | -512.8% | +26.2% |
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