+51.3%
GEV vs HON
-1.5%
+52.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | +1.6% | -3.5% | +5.1% | +3.2% |
| 30D | -7.9% | -13.8% | +5.8% | -2.0% |
| 3M | +5.6% | -11.7% | +17.3% | +10.5% |
| 6M | +13.1% | -18.7% | +31.8% | +22.1% |
| YTD | +46.7% | +0.2% | +46.5% | +43.9% |
| 1Y | +51.3% | -3.1% | +54.4% | +48.2% |
| All | +51.3% | -1.5% | +52.8% | +48.2% |
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