+5.4%
HON vs B
+153.8%
-148.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.2% |
| 7D | -3.6% | -1.6% | -2.0% | -3.4% |
| 30D | -15.3% | +9.4% | -24.7% | -16.4% |
| 3M | -7.9% | +5.0% | -12.9% | -8.9% |
| 6M | -18.1% | -3.5% | -14.5% | -18.4% |
| YTD | +3.8% | +4.5% | -0.6% | +2.2% |
| 1Y | +0.5% | +67.8% | -67.3% | -6.8% |
| 3Y | +19.8% | +196.7% | -176.9% | +2.2% |
| All | +5.4% | +153.8% | -148.4% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling