+46.0%
F vs HON
+27.8%
+18.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -3.1% | +1.4% | -4.5% | -3.8% |
| 30D | 0.0% | +7.5% | -7.5% | -3.9% |
| 3M | -13.2% | -4.3% | -8.9% | -11.3% |
| 6M | -10.2% | -1.5% | -8.7% | -10.7% |
| YTD | -4.9% | +10.5% | -15.5% | -12.8% |
| 1Y | -6.1% | +8.5% | -14.6% | -12.9% |
| 3Y | +46.0% | +28.0% | +17.9% | +20.3% |
| All | +46.0% | +27.8% | +18.1% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling