+21.5%
HON vs ED
+35.1%
-13.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.8% |
| 7D | -0.8% | +0.5% | -1.4% | -0.9% |
| 30D | -15.2% | +1.1% | -16.3% | -15.3% |
| 3M | -6.0% | +4.6% | -10.6% | -6.9% |
| 6M | -14.9% | -2.0% | -12.9% | -14.6% |
| YTD | +3.2% | +11.7% | -8.5% | +0.7% |
| 1Y | 0.0% | +15.7% | -15.7% | -3.3% |
| 3Y | +21.5% | +34.4% | -12.9% | +10.2% |
| All | +21.5% | +35.1% | -13.6% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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