+21.5%
HON vs ALL
+150.3%
-128.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.1% |
| 7D | -0.8% | -1.7% | +0.9% | -0.5% |
| 30D | -15.2% | -4.7% | -10.5% | -14.3% |
| 3M | -6.0% | +18.4% | -24.3% | -10.3% |
| 6M | -14.9% | +20.5% | -35.4% | -19.4% |
| YTD | +3.2% | +23.5% | -20.4% | -3.3% |
| 1Y | 0.0% | +29.0% | -29.0% | -7.7% |
| 3Y | +21.5% | +153.7% | -132.2% | -10.9% |
| All | +21.5% | +150.3% | -128.8% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling