+138.3%
GOOGL vs HON
+1.7%
+136.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.2% |
| 7D | -2.8% | -2.6% | -0.2% | -1.7% |
| 30D | -3.2% | -11.9% | +8.7% | +2.0% |
| 3M | -6.6% | -6.1% | -0.5% | -5.5% |
| 6M | +8.5% | -19.2% | +27.7% | +17.7% |
| YTD | +6.5% | +0.2% | +6.3% | +3.0% |
| 1Y | +39.4% | -1.5% | +40.9% | +35.3% |
| 3Y | +146.2% | +17.9% | +128.3% | +104.2% |
| 5Y | +138.3% | +1.9% | +136.4% | +113.8% |
| All | +138.3% | +1.7% | +136.7% | +113.8% |
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