+147.5%
GE vs HON
+136.9%
+10.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -4.0% | -3.5% | -0.5% | -1.3% |
| 30D | -11.4% | -13.8% | +2.3% | -0.3% |
| 3M | -2.6% | -11.7% | +9.1% | +6.3% |
| 6M | -0.3% | -18.7% | +18.4% | +16.3% |
| YTD | +5.4% | +0.2% | +5.1% | +3.2% |
| 1Y | +15.5% | -3.1% | +18.6% | +15.6% |
| 3Y | +260.8% | +17.0% | +243.8% | +194.8% |
| 5Y | +421.6% | +2.0% | +419.6% | +375.9% |
| All | +147.5% | +136.9% | +10.5% | +37.4% |
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