+1.9%
HON vs A
-16.6%
+18.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.0% |
| 7D | -2.6% | -4.6% | +1.9% | -1.3% |
| 30D | -11.9% | -4.3% | -7.6% | -10.9% |
| 3M | -6.1% | +8.9% | -15.0% | -8.6% |
| 6M | -19.2% | +24.5% | -43.7% | -24.8% |
| YTD | +0.2% | +5.8% | -5.7% | -2.3% |
| 1Y | -1.5% | +16.2% | -17.7% | -7.0% |
| 3Y | +17.9% | +28.5% | -10.5% | +4.2% |
| 5Y | +1.9% | -16.3% | +18.3% | -1.2% |
| All | +1.9% | -16.6% | +18.5% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling