+152.0%
GE vs HON
+154.5%
-2.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +2.7% | +1.4% | +1.2% | +1.5% |
| 30D | +8.1% | +7.5% | +0.6% | +2.0% |
| 3M | -7.9% | -4.3% | -3.5% | -4.6% |
| 6M | +12.9% | -1.5% | +14.4% | +12.4% |
| YTD | +8.2% | +10.5% | -2.4% | -2.3% |
| 1Y | +9.7% | +8.5% | +1.1% | +0.4% |
| 3Y | +266.1% | +28.0% | +238.1% | +177.4% |
| 5Y | +407.4% | +12.0% | +395.4% | +328.1% |
| All | +152.0% | +154.5% | -2.6% | +27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling