+68.0%
HON vs ACI
+21.2%
+46.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.2% | -0.2% |
| 7D | -3.5% | -3.7% | +0.3% | -3.2% |
| 30D | -13.8% | +0.6% | -14.3% | -13.8% |
| 3M | -11.7% | -20.3% | +8.6% | -10.4% |
| 6M | -18.7% | -24.7% | +5.9% | -17.2% |
| YTD | +0.2% | -27.2% | +27.5% | +2.4% |
| 1Y | -3.1% | -32.7% | +29.7% | -0.3% |
| 3Y | +17.0% | -43.9% | +60.9% | +22.3% |
| 5Y | +2.0% | -38.9% | +40.9% | +5.0% |
| All | +68.0% | +21.2% | +46.8% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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