+15.0%
HON vs ACI
-41.8%
+56.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.1% |
| 7D | -0.4% | -5.3% | +4.9% | +0.1% |
| 30D | +8.6% | +5.0% | +3.6% | +8.1% |
| 3M | -0.8% | +7.5% | -8.3% | -1.5% |
| 6M | -0.1% | -16.0% | +15.9% | +1.3% |
| YTD | +12.8% | -20.6% | +33.4% | +15.0% |
| 1Y | +10.4% | -23.5% | +34.0% | +13.3% |
| 3Y | +30.5% | -32.1% | +62.6% | +35.6% |
| 5Y | +15.0% | -42.5% | +57.5% | +19.5% |
| All | +15.0% | -41.8% | +56.8% | +19.5% |
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