+512.3%
F vs HON
+6,231.9%
-5,719.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.1% | -3.4% | -1.5% |
| 7D | -0.6% | +2.3% | -3.0% | -2.0% |
| 30D | +2.9% | +10.2% | -7.4% | -2.5% |
| 3M | -9.5% | -6.7% | -2.8% | -6.6% |
| 6M | +4.0% | +3.3% | +0.7% | +1.0% |
| YTD | -1.3% | +13.4% | -14.7% | -9.1% |
| 1Y | -1.9% | +14.7% | -16.7% | -10.3% |
| 3Y | +53.5% | +33.4% | +20.1% | +29.0% |
| 5Y | -15.1% | +12.7% | -27.9% | -21.3% |
| 10Y | +81.0% | +164.1% | -83.1% | +11.7% |
| All | +512.3% | +6,231.9% | -5,719.6% | +10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling