+17.0%
HON vs AU
+577.5%
-560.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -3.5% | -4.3% | +0.8% | -3.1% |
| 30D | -13.8% | +7.3% | -21.1% | -14.4% |
| 3M | -11.7% | +26.3% | -38.0% | -13.6% |
| 6M | -18.7% | +1.8% | -20.5% | -19.6% |
| YTD | +0.2% | +26.8% | -26.6% | -2.2% |
| 1Y | -3.1% | +66.7% | -69.7% | -7.0% |
| 3Y | +17.0% | +579.1% | -562.1% | +0.9% |
| All | +17.0% | +577.5% | -560.5% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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