+25.4%
HON vs CRBG
+117.3%
-91.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | -3.5% | +0.6% | -4.0% | -3.6% |
| 30D | -13.8% | +2.6% | -16.4% | -14.4% |
| 3M | -11.7% | +24.0% | -35.7% | -16.6% |
| 6M | -18.7% | +50.5% | -69.2% | -27.3% |
| YTD | +0.2% | +17.1% | -16.9% | -4.6% |
| 1Y | -3.1% | +5.9% | -8.9% | -5.5% |
| 3Y | +17.0% | +122.7% | -105.8% | -9.4% |
| All | +25.4% | +117.3% | -91.9% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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