+1,449.0%
HON vs AGI
+5,381.0%
-3,931.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.6% |
| 7D | -0.8% | +4.4% | -5.2% | -1.0% |
| 30D | -15.2% | +10.0% | -25.1% | -15.6% |
| 3M | -6.0% | +1.7% | -7.7% | -6.2% |
| 6M | -14.9% | -26.8% | +11.9% | -13.9% |
| YTD | +3.2% | -5.3% | +8.5% | +3.0% |
| 1Y | 0.0% | +11.5% | -11.5% | -1.0% |
| 3Y | +21.5% | +212.9% | -191.4% | +14.3% |
| 5Y | +4.0% | +388.8% | -384.7% | -4.4% |
| 10Y | +138.4% | +383.6% | -245.2% | +113.9% |
| All | +1,449.0% | +5,381.0% | -3,931.9% | +1,179.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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