-3.1%
HON vs AMRZ
-24.2%
+21.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.5% | -7.5% | +4.1% | -1.5% |
| 30D | -13.8% | -12.4% | -1.4% | -10.8% |
| 3M | -11.7% | -22.4% | +10.7% | -5.6% |
| 6M | -18.7% | -29.5% | +10.8% | -11.6% |
| YTD | +0.2% | -24.1% | +24.4% | +6.8% |
| 1Y | -3.1% | -26.3% | +23.2% | +1.3% |
| All | -3.1% | -24.2% | +21.1% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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