+15.3%
HON vs ALL
+157.5%
-142.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.2% | -1.1% |
| 7D | +1.9% | -0.1% | +2.0% | +1.8% |
| 30D | +9.9% | +13.8% | -3.9% | +6.1% |
| 3M | -5.8% | -2.8% | -3.0% | -5.3% |
| 6M | +3.0% | +23.7% | -20.7% | -3.9% |
| YTD | +13.1% | +27.3% | -14.2% | +4.1% |
| 1Y | +13.2% | +30.5% | -17.4% | +3.3% |
| 3Y | +30.8% | +113.0% | -82.2% | +1.3% |
| All | +15.3% | +157.5% | -142.3% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling