+52.4%
GEV vs HON
+12.4%
+40.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +2.0% | -11.3% | -10.0% |
| 7D | -5.1% | +4.2% | -9.3% | -6.6% |
| 30D | -15.8% | +6.7% | -22.5% | -18.0% |
| 3M | -18.2% | -7.9% | -10.3% | -15.9% |
| 6M | -22.4% | +4.8% | -27.2% | -24.8% |
| YTD | +27.7% | +13.2% | +14.6% | +24.1% |
| 1Y | +52.4% | +13.1% | +39.3% | +45.7% |
| All | +52.4% | +12.4% | +40.0% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling