+0.5%
HON vs ACWI
+23.6%
-23.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -3.6% | +0.5% | -4.1% | -4.0% |
| 30D | -15.3% | +0.9% | -16.1% | -15.8% |
| 3M | -7.9% | +2.4% | -10.3% | -9.8% |
| 6M | -18.1% | +12.4% | -30.4% | -24.9% |
| YTD | +3.8% | +15.2% | -11.3% | -6.5% |
| 1Y | +0.5% | +22.7% | -22.2% | -14.2% |
| All | +0.5% | +23.6% | -23.1% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling