+627.7%
GEV vs HON
+7.5%
+620.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.4% |
| 7D | +3.2% | -0.6% | +3.7% | +3.4% |
| 30D | -4.0% | -15.4% | +11.4% | +3.5% |
| 3M | +3.4% | -9.1% | +12.5% | +7.4% |
| 6M | +14.7% | -17.1% | +31.8% | +24.0% |
| YTD | +45.8% | +1.5% | +44.3% | +42.6% |
| 1Y | +57.4% | -1.3% | +58.7% | +55.8% |
| All | +627.7% | +7.5% | +620.2% | +566.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling