+417.9%
GE vs HON
+2.6%
+415.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -1.9% |
| 7D | -1.2% | -0.6% | -0.7% | -0.9% |
| 30D | -11.3% | -15.4% | +4.1% | -1.8% |
| 3M | -1.4% | -9.1% | +7.7% | +3.7% |
| 6M | +1.2% | -17.1% | +18.3% | +12.7% |
| YTD | +5.9% | +1.5% | +4.4% | +3.9% |
| 1Y | +18.4% | -1.3% | +19.7% | +17.8% |
| 3Y | +271.0% | +19.5% | +251.4% | +210.8% |
| 5Y | +417.9% | +3.1% | +414.9% | +380.0% |
| All | +417.9% | +2.6% | +415.3% | +380.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling