+155.8%
HON vs A
+302.9%
-147.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.3% |
| 7D | +1.4% | -0.5% | +1.9% | +1.6% |
| 30D | +7.5% | 0.0% | +7.5% | +7.5% |
| 3M | -4.3% | +16.7% | -21.0% | -10.4% |
| 6M | -1.5% | +54.8% | -56.4% | -18.4% |
| YTD | +10.5% | +28.8% | -18.3% | -1.7% |
| 1Y | +8.5% | +19.3% | -10.8% | -0.5% |
| 3Y | +28.0% | +65.5% | -37.5% | -2.6% |
| 5Y | +12.0% | +12.1% | 0.0% | -0.1% |
| All | +155.8% | +302.9% | -147.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling