-7.2%
GLD vs HON
+7.5%
-14.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -4.6% | +1.1% | -5.7% | -4.8% |
| 30D | -5.5% | +7.2% | -12.6% | -7.3% |
| 3M | -10.9% | -4.6% | -6.3% | -9.8% |
| 6M | -17.4% | -1.9% | -15.6% | -18.0% |
| YTD | -10.3% | +10.2% | -20.5% | -10.0% |
| 1Y | -7.2% | +8.2% | -15.4% | -7.0% |
| All | -7.2% | +7.5% | -14.6% | -7.0% |
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