+238.0%
GM vs HON
+506.8%
-268.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -2.4% | -3.5% | +1.0% | +0.3% |
| 30D | -1.1% | -13.8% | +12.6% | +10.7% |
| 3M | +6.1% | -11.7% | +17.8% | +15.3% |
| 6M | +15.0% | -18.7% | +33.7% | +32.3% |
| YTD | +6.0% | +0.2% | +5.7% | +2.5% |
| 1Y | +47.1% | -3.1% | +50.1% | +45.1% |
| 3Y | +170.5% | +17.0% | +153.5% | +123.1% |
| 5Y | +80.5% | +2.0% | +78.5% | +66.0% |
| 10Y | +238.7% | +135.4% | +103.3% | +59.1% |
| All | +238.0% | +506.8% | -268.8% | -23.4% |
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