+3.1%
HON vs ACI
-43.7%
+46.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | -0.6% | -5.0% | +4.5% | -0.1% |
| 30D | -15.4% | -2.3% | -13.1% | -15.2% |
| 3M | -9.1% | -23.2% | +14.0% | -7.2% |
| 6M | -17.1% | -29.5% | +12.4% | -14.5% |
| YTD | +1.5% | -28.6% | +30.1% | +4.3% |
| 1Y | -1.3% | -34.0% | +32.7% | +2.4% |
| 3Y | +19.5% | -45.0% | +64.5% | +26.8% |
| 5Y | +3.1% | -44.0% | +47.1% | +7.4% |
| All | +3.1% | -43.7% | +46.8% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling