+9.8%
HON vs ALLE
+14.9%
-5.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -0.4% | -0.8% | +0.5% | 0.0% |
| 30D | +8.6% | +27.4% | -18.8% | -0.4% |
| 3M | -0.8% | +13.8% | -14.6% | -5.1% |
| 6M | -0.1% | +45.5% | -45.6% | -13.6% |
| YTD | +12.8% | +21.4% | -8.6% | -0.9% |
| All | +9.8% | +14.9% | -5.2% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling