+5,634.3%
HON vs EIX
+1,083.9%
+4,550.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.7% |
| 7D | -3.6% | -19.1% | +15.5% | +1.0% |
| 30D | -15.3% | -16.9% | +1.6% | -12.0% |
| 3M | -7.9% | -20.0% | +12.1% | -3.5% |
| 6M | -18.1% | -21.3% | +3.3% | -13.9% |
| YTD | +3.8% | -1.7% | +5.5% | +2.4% |
| 1Y | +0.5% | +9.6% | -9.1% | -4.1% |
| 3Y | +19.8% | -3.7% | +23.4% | +16.5% |
| 5Y | +2.9% | +22.6% | -19.7% | -7.2% |
| 10Y | +134.6% | +17.7% | +117.0% | +106.1% |
| All | +5,634.3% | +1,083.9% | +4,550.4% | +2,452.3% |
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