+40.1%
GILD vs HON
+7.0%
+33.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.6% | +1.6% | -2.5% |
| 7D | +1.2% | -2.9% | +4.0% | +2.0% |
| 30D | +16.2% | +1.4% | +14.8% | +15.9% |
| 3M | +27.9% | -12.8% | +40.7% | +32.4% |
| 6M | +27.1% | -0.7% | +27.8% | +24.6% |
| YTD | +39.0% | +6.9% | +32.1% | +38.3% |
| 1Y | +40.1% | +6.5% | +33.6% | +39.3% |
| All | +40.1% | +7.0% | +33.1% | +39.3% |
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