+5,431.0%
HON vs EQT
+2,995.6%
+2,435.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.5% |
| 7D | -2.6% | -1.2% | -1.5% | -2.4% |
| 30D | -11.9% | +1.1% | -13.0% | -12.1% |
| 3M | -6.1% | +4.8% | -10.9% | -7.4% |
| 6M | -19.2% | -10.6% | -8.6% | -17.6% |
| YTD | +0.2% | +3.4% | -3.3% | -1.5% |
| 1Y | -1.5% | +8.7% | -10.2% | -4.7% |
| 3Y | +17.9% | +35.0% | -17.0% | +5.3% |
| 5Y | +1.9% | +204.2% | -202.3% | -30.5% |
| 10Y | +135.2% | +52.5% | +82.7% | +64.0% |
| All | +5,431.0% | +2,995.6% | +2,435.5% | +1,366.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling