+133.9%
HL vs HON
+1.2%
+132.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -3.2% |
| 7D | +1.5% | -3.6% | +5.1% | +4.1% |
| 30D | +25.1% | -15.3% | +40.3% | +40.9% |
| 3M | +22.9% | -7.9% | +30.8% | +28.6% |
| 6M | -4.9% | -18.1% | +13.1% | +7.7% |
| YTD | +7.8% | +3.8% | +4.0% | +13.0% |
| 1Y | +133.9% | +0.5% | +133.4% | +150.4% |
| All | +133.9% | +1.2% | +132.7% | +150.4% |
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 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