+161.3%
HON vs ALLY
+182.8%
-21.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.4% |
| 7D | +1.9% | -0.7% | +2.5% | +2.1% |
| 30D | +9.9% | +1.1% | +8.7% | +9.4% |
| 3M | -5.8% | -13.2% | +7.4% | -1.5% |
| 6M | +3.0% | -13.5% | +16.4% | +7.6% |
| YTD | +13.1% | -14.3% | +27.3% | +18.0% |
| 1Y | +13.2% | -1.1% | +14.3% | +12.4% |
| 3Y | +30.8% | +62.0% | -31.2% | +5.2% |
| 5Y | +13.0% | -9.6% | +22.7% | +7.5% |
| 10Y | +161.3% | +176.0% | -14.6% | +57.5% |
| All | +161.3% | +182.8% | -21.5% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling