+28.2%
HON vs EW
+60.7%
-32.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +3.6% | +4.9% | -1.4% | +2.6% |
| 30D | +7.8% | +24.1% | -16.3% | +3.6% |
| 3M | -4.8% | +13.7% | -18.5% | -7.1% |
| 6M | -1.7% | +32.7% | -34.4% | -6.8% |
| YTD | +10.7% | +24.1% | -13.4% | +6.0% |
| 1Y | +7.8% | +23.6% | -15.9% | +3.2% |
| All | +28.2% | +60.7% | -32.5% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 3y: compounded portfolio wealth divided by compounded EW 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…
3y analysis · Full analysis span regression · 6 months rolling