+132.1%
HON vs ALB
+84.6%
+47.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | -0.7% |
| 7D | -2.6% | -7.6% | +5.0% | -1.1% |
| 30D | -11.9% | -5.6% | -6.3% | -11.1% |
| 3M | -6.1% | -16.8% | +10.8% | -3.1% |
| 6M | -19.2% | -26.3% | +7.1% | -15.5% |
| YTD | +0.2% | -13.2% | +13.4% | +0.3% |
| 1Y | -1.5% | +68.8% | -70.3% | -15.5% |
| 3Y | +17.9% | -30.7% | +48.6% | +15.7% |
| 5Y | +1.9% | -46.3% | +48.2% | +0.6% |
| All | +132.1% | +84.6% | +47.5% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling