+75.8%
GM vs HON
+1.1%
+74.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -2.4% | -3.5% | +1.0% | -0.2% |
| 30D | -1.1% | -13.8% | +12.6% | +8.6% |
| 3M | +6.1% | -11.7% | +17.8% | +13.6% |
| 6M | +15.0% | -18.7% | +33.7% | +29.6% |
| YTD | +6.0% | +0.2% | +5.7% | +2.2% |
| 1Y | +47.1% | -3.1% | +50.1% | +44.6% |
| 3Y | +170.5% | +17.0% | +153.5% | +121.7% |
| All | +75.8% | +1.1% | +74.6% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling