+132.1%
HON vs EQT
+52.9%
+79.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -2.6% | -1.2% | -1.5% | -2.5% |
| 30D | -11.9% | +1.1% | -13.0% | -12.0% |
| 3M | -6.1% | +4.8% | -10.9% | -6.7% |
| 6M | -19.2% | -10.6% | -8.6% | -18.4% |
| YTD | +0.2% | +3.4% | -3.3% | -0.7% |
| 1Y | -1.5% | +8.7% | -10.2% | -3.1% |
| 3Y | +17.9% | +35.0% | -17.0% | +11.4% |
| 5Y | +1.9% | +204.2% | -202.3% | -15.4% |
| All | +132.1% | +52.9% | +79.3% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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