+85.5%
HON vs ACI
+33.9%
+51.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -1.9% |
| 7D | +3.6% | -0.5% | +4.0% | +3.6% |
| 30D | +7.8% | +4.9% | +2.9% | +7.4% |
| 3M | -4.8% | +11.1% | -15.9% | -5.6% |
| 6M | -1.7% | -14.9% | +13.2% | -0.8% |
| YTD | +10.7% | -19.6% | +30.3% | +12.2% |
| 1Y | +7.8% | -22.7% | +30.5% | +9.7% |
| 3Y | +28.1% | -31.2% | +59.3% | +31.5% |
| 5Y | +12.2% | -42.3% | +54.5% | +15.4% |
| All | +85.5% | +33.9% | +51.6% | +85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling