+2,850.5%
HON vs ALL
+3,705.7%
-855.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -0.4% | -2.6% | +2.2% | +0.6% |
| 30D | +8.6% | +12.7% | -4.1% | +3.3% |
| 3M | -0.8% | +0.4% | -1.2% | -1.5% |
| 6M | -0.1% | +23.8% | -23.9% | -9.6% |
| YTD | +12.8% | +27.8% | -15.0% | +0.2% |
| 1Y | +10.4% | +28.9% | -18.5% | -2.3% |
| 3Y | +30.5% | +113.9% | -83.4% | -7.8% |
| 5Y | +15.0% | +157.4% | -142.4% | -26.6% |
| 10Y | +160.5% | +369.0% | -208.5% | +29.9% |
| All | +2,850.5% | +3,705.7% | -855.3% | +618.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling