+988.9%
HON vs AU
+789.2%
+199.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.6% |
| 7D | -0.6% | +0.6% | -1.2% | -0.6% |
| 30D | -15.4% | +12.3% | -27.7% | -16.2% |
| 3M | -9.1% | +29.4% | -38.5% | -10.9% |
| 6M | -17.1% | +3.2% | -20.3% | -17.7% |
| YTD | +1.5% | +31.8% | -30.3% | -1.1% |
| 1Y | -1.3% | +83.4% | -84.7% | -6.1% |
| 3Y | +19.5% | +623.1% | -603.5% | +2.5% |
| 5Y | +3.1% | +700.5% | -697.4% | -13.3% |
| 10Y | +138.4% | +717.6% | -579.2% | +92.5% |
| All | +988.9% | +789.2% | +199.7% | +841.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling