+161.3%
HON vs B
+184.6%
-23.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.8% | +0.2% |
| 7D | +1.9% | +7.1% | -5.3% | +1.2% |
| 30D | +9.9% | -3.3% | +13.2% | +10.1% |
| 3M | -5.8% | -2.5% | -3.2% | -5.8% |
| 6M | +3.0% | -7.2% | +10.2% | +3.2% |
| YTD | +13.1% | -7.4% | +20.4% | +13.0% |
| 1Y | +13.2% | +16.4% | -3.3% | +11.1% |
| 3Y | +30.8% | +178.7% | -147.9% | +19.2% |
| 5Y | +13.0% | +121.7% | -108.7% | +3.5% |
| 10Y | +161.3% | +208.6% | -47.3% | +138.2% |
| All | +161.3% | +184.6% | -23.3% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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