+505.1%
HON vs ACWI
+356.8%
+148.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -3.6% | +0.5% | -4.1% | -4.1% |
| 30D | -15.3% | +0.9% | -16.1% | -16.0% |
| 3M | -7.9% | +2.4% | -10.3% | -10.1% |
| 6M | -18.1% | +12.4% | -30.4% | -27.0% |
| YTD | +3.8% | +15.2% | -11.3% | -9.8% |
| 1Y | +0.5% | +22.7% | -22.2% | -18.2% |
| 3Y | +19.8% | +75.8% | -56.0% | -32.2% |
| 5Y | +2.9% | +67.7% | -64.8% | -39.5% |
| 10Y | +134.6% | +229.0% | -94.4% | -29.1% |
| All | +505.1% | +356.8% | +148.3% | +29.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling