+22.5%
F vs HON
-1.7%
+24.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -3.4% |
| 7D | -4.9% | -0.6% | -4.3% | -4.7% |
| 30D | -2.9% | -15.4% | +12.5% | +2.5% |
| 3M | -9.1% | -9.1% | +0.1% | -7.3% |
| 6M | +12.9% | -17.1% | +30.0% | +18.9% |
| YTD | +6.1% | +1.5% | +4.6% | +7.8% |
| 1Y | +22.5% | -1.3% | +23.8% | +24.5% |
| All | +22.5% | -1.7% | +24.2% | +24.5% |
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