+31.0%
F vs HON
+1.2%
+29.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.2% |
| 7D | +5.3% | -3.6% | +8.9% | +6.6% |
| 30D | +4.6% | -15.3% | +19.9% | +10.4% |
| 3M | -3.7% | -7.9% | +4.2% | -2.1% |
| 6M | +16.8% | -18.1% | +34.9% | +23.0% |
| YTD | +15.3% | +3.8% | +11.5% | +16.2% |
| 1Y | +31.0% | +0.5% | +30.5% | +33.3% |
| All | +31.0% | +1.2% | +29.8% | +33.3% |
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