+25.0%
HL vs HON
+12.4%
+12.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.0% | +11.2% | +11.6% |
| 7D | +0.2% | +4.2% | -4.0% | -2.9% |
| 30D | -12.1% | +6.7% | -18.8% | -16.5% |
| 3M | -2.8% | -7.9% | +5.1% | +4.6% |
| 6M | -14.9% | +4.8% | -19.7% | -20.5% |
| YTD | -22.0% | +13.2% | -35.2% | -27.2% |
| 1Y | +25.0% | +13.1% | +12.0% | +16.9% |
| All | +25.0% | +12.4% | +12.6% | +16.9% |
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 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