+6,005.0%
HON vs EIX
+1,175.7%
+4,829.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +1.4% | +1.4% | 0.0% | +1.0% |
| 30D | +7.5% | +8.5% | -1.1% | +5.1% |
| 3M | -4.3% | -13.5% | +9.1% | -1.8% |
| 6M | -1.5% | -12.4% | +10.8% | +0.3% |
| YTD | +10.5% | +5.9% | +4.6% | +6.7% |
| 1Y | +8.5% | +7.6% | +1.0% | +4.2% |
| 3Y | +28.0% | +12.8% | +15.3% | +19.1% |
| 5Y | +12.0% | +19.2% | -7.2% | +1.8% |
| 10Y | +155.4% | +34.9% | +120.5% | +116.1% |
| All | +6,005.0% | +1,175.7% | +4,829.3% | +2,558.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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