+155.8%
HON vs ALLY
+174.3%
-18.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | +7.5% | +5.2% | +2.3% | +5.7% |
| 3M | -4.3% | -13.3% | +9.0% | +0.1% |
| 6M | -1.5% | -6.7% | +5.1% | +0.5% |
| YTD | +10.5% | -12.8% | +23.4% | +14.7% |
| 1Y | +8.5% | +0.7% | +7.9% | +7.2% |
| 3Y | +28.0% | +65.2% | -37.2% | +2.3% |
| 5Y | +12.0% | -10.1% | +22.2% | +6.9% |
| All | +155.8% | +174.3% | -18.4% | +54.3% |
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