+32,991.5%
GILD vs HON
+3,706.4%
+29,285.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -4.8% | -3.5% | -1.4% | -3.7% |
| 30D | +5.8% | -13.8% | +19.5% | +11.2% |
| 3M | +14.9% | -11.7% | +26.6% | +19.3% |
| 6M | -0.4% | -18.7% | +18.4% | +6.2% |
| YTD | +18.5% | +0.2% | +18.3% | +17.3% |
| 1Y | +25.1% | -3.1% | +28.2% | +25.0% |
| 3Y | +105.9% | +17.0% | +88.9% | +90.5% |
| 5Y | +143.0% | +2.0% | +141.0% | +133.4% |
| 10Y | +162.4% | +135.4% | +27.0% | +80.3% |
| All | +32,991.5% | +3,706.4% | +29,285.1% | +12,791.9% |
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