+22.5%
HON vs B
+202.9%
-180.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.3% |
| 7D | -3.6% | -1.6% | -2.0% | -3.4% |
| 30D | -15.3% | +9.4% | -24.7% | -16.6% |
| 3M | -7.9% | +5.0% | -12.9% | -9.1% |
| 6M | -18.1% | -3.5% | -14.5% | -18.6% |
| YTD | +3.8% | +4.5% | -0.6% | +1.9% |
| 1Y | +0.5% | +67.8% | -67.3% | -7.3% |
| All | +22.5% | +202.9% | -180.4% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling