+6,005.0%
HON vs BEN
+5,152.6%
+852.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.3% |
| 7D | +1.4% | +6.8% | -5.4% | -1.2% |
| 30D | +7.5% | +18.0% | -10.5% | +0.6% |
| 3M | -4.3% | +7.5% | -11.8% | -7.2% |
| 6M | -1.5% | +14.7% | -16.3% | -7.2% |
| YTD | +10.5% | +56.1% | -45.5% | -8.3% |
| 1Y | +8.5% | +69.6% | -61.0% | -13.0% |
| 3Y | +28.0% | +87.7% | -59.6% | -4.7% |
| 5Y | +12.0% | +28.6% | -16.6% | -5.2% |
| 10Y | +155.4% | +59.8% | +95.6% | +85.0% |
| All | +6,005.0% | +5,152.6% | +852.4% | +1,312.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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