+148.7%
EWY vs HON
+1.1%
+147.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.2% | +3.2% |
| 7D | -0.1% | -3.5% | +3.4% | +1.8% |
| 30D | +7.3% | -13.8% | +21.1% | +15.9% |
| 3M | -5.1% | -11.7% | +6.5% | +1.1% |
| 6M | +42.1% | -18.7% | +60.8% | +57.9% |
| YTD | +94.1% | +0.2% | +93.9% | +96.2% |
| 1Y | +147.8% | -3.1% | +150.9% | +153.5% |
| 3Y | +222.9% | +17.0% | +205.9% | +189.9% |
| All | +148.7% | +1.1% | +147.6% | +132.7% |
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