+60.4%
HL vs HON
+5,566.3%
-5,505.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.3% |
| 7D | +0.4% | -0.6% | +0.9% | +0.5% |
| 30D | +18.8% | -15.4% | +34.2% | +23.5% |
| 3M | +43.7% | -9.1% | +52.9% | +46.9% |
| 6M | -1.0% | -17.1% | +16.0% | +3.6% |
| YTD | +8.7% | +1.5% | +7.2% | +8.8% |
| 1Y | +105.0% | -1.3% | +106.3% | +106.2% |
| 3Y | +427.3% | +19.5% | +407.7% | +406.4% |
| 5Y | +249.3% | +3.1% | +246.2% | +247.2% |
| 10Y | +284.2% | +138.4% | +145.8% | +226.2% |
| All | +60.4% | +5,566.3% | -5,505.9% | +35.6% |
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