+8.5%
HON vs B
+2.6%
+6.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | 0.0% |
| 7D | +1.4% | -7.3% | +8.7% | +2.8% |
| 30D | +7.5% | -3.3% | +10.8% | +7.9% |
| 3M | -4.3% | -7.8% | +3.4% | -3.6% |
| 6M | -1.5% | -15.5% | +14.0% | -0.1% |
| YTD | +10.5% | -12.3% | +22.8% | +10.8% |
| 1Y | +8.5% | +5.4% | +3.2% | +10.1% |
| All | +8.5% | +2.6% | +6.0% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling