+22.5%
HON vs ALLE
+50.9%
-28.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.6% |
| 7D | -3.6% | -0.2% | -3.4% | -3.5% |
| 30D | -15.3% | -6.8% | -8.5% | -13.3% |
| 3M | -7.9% | +21.0% | -28.9% | -13.8% |
| 6M | -18.1% | +1.1% | -19.2% | -19.2% |
| YTD | +3.8% | -0.5% | +4.4% | +2.4% |
| 1Y | +0.5% | -7.3% | +7.7% | +1.1% |
| All | +22.5% | +50.9% | -28.4% | +5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling