+15.0%
HON vs ED
+82.4%
-67.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -0.4% | -0.9% | +0.6% | -0.1% |
| 30D | +8.6% | +11.2% | -2.6% | +5.2% |
| 3M | -0.8% | +11.8% | -12.6% | -4.0% |
| 6M | -0.1% | +14.1% | -14.2% | -4.1% |
| YTD | +12.8% | +23.0% | -10.2% | +5.5% |
| 1Y | +10.4% | +23.7% | -13.2% | +3.0% |
| 3Y | +30.5% | +47.7% | -17.3% | +11.8% |
| 5Y | +15.0% | +82.6% | -67.6% | -10.2% |
| All | +15.0% | +82.4% | -67.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling