+706.7%
ETN vs HON
+136.9%
+569.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +3.9% |
| 7D | +3.5% | -3.5% | +7.0% | +6.4% |
| 30D | -7.5% | -13.8% | +6.2% | +3.7% |
| 3M | +8.3% | -11.7% | +20.0% | +18.0% |
| 6M | +20.2% | -18.7% | +38.9% | +39.1% |
| YTD | +34.7% | +0.2% | +34.4% | +31.1% |
| 1Y | +19.4% | -3.1% | +22.5% | +18.7% |
| 3Y | +85.5% | +17.0% | +68.5% | +51.2% |
| 5Y | +186.6% | +2.0% | +184.6% | +160.8% |
| All | +706.7% | +136.9% | +569.7% | +269.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling