+21.5%
HON vs ACI
-43.5%
+64.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | -0.6% |
| 7D | -0.8% | -2.6% | +1.7% | -0.8% |
| 30D | -15.2% | +1.1% | -16.3% | -15.2% |
| 3M | -6.0% | -23.6% | +17.7% | -4.5% |
| 6M | -14.9% | -29.9% | +15.1% | -12.7% |
| YTD | +3.2% | -26.9% | +30.0% | +4.8% |
| 1Y | 0.0% | -34.2% | +34.3% | +3.2% |
| 3Y | +21.5% | -43.6% | +65.1% | +31.8% |
| All | +21.5% | -43.5% | +64.9% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling