+34,054.1%
HD vs HON
+6,210.3%
+27,843.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.5% |
| 7D | +5.2% | +1.9% | +3.3% | +4.3% |
| 30D | +20.7% | +9.9% | +10.9% | +16.0% |
| 3M | +0.8% | -5.8% | +6.6% | +3.0% |
| 6M | +12.2% | +3.0% | +9.2% | +9.8% |
| YTD | +4.2% | +13.1% | -8.8% | -2.1% |
| 1Y | -2.6% | +13.2% | -15.7% | -8.5% |
| 3Y | +30.0% | +30.8% | -0.8% | +13.4% |
| 5Y | +8.1% | +13.0% | -4.9% | 0.0% |
| 10Y | +247.2% | +161.3% | +85.9% | +125.5% |
| All | +34,054.1% | +6,210.3% | +27,843.8% | +5,970.6% |
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