+156.2%
HON vs ALL
+376.2%
-220.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.6% | -2.6% |
| 7D | +3.6% | 0.0% | +3.6% | +3.4% |
| 30D | +7.8% | +12.8% | -5.0% | +1.9% |
| 3M | -4.8% | +4.7% | -9.4% | -7.2% |
| 6M | -1.7% | +24.9% | -26.6% | -12.8% |
| YTD | +10.7% | +30.0% | -19.3% | -4.3% |
| 1Y | +7.8% | +29.9% | -22.2% | -6.9% |
| 3Y | +28.1% | +117.5% | -89.5% | -17.4% |
| 5Y | +12.2% | +161.7% | -149.5% | -37.9% |
| All | +156.2% | +376.2% | -220.1% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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