+21.5%
HON vs AG
+272.3%
-250.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.6% |
| 7D | -0.8% | +4.5% | -5.3% | -1.2% |
| 30D | -15.2% | +12.9% | -28.0% | -16.1% |
| 3M | -6.0% | +20.9% | -26.9% | -7.7% |
| 6M | -14.9% | -19.5% | +4.6% | -14.5% |
| YTD | +3.2% | +24.8% | -21.6% | +0.5% |
| 1Y | 0.0% | +120.2% | -120.2% | -6.2% |
| 3Y | +21.5% | +279.0% | -257.5% | +7.1% |
| All | +21.5% | +272.3% | -250.8% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 3y: compounded portfolio wealth divided by compounded AG 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…
3y analysis · Full analysis span regression · 6 months rolling