+10.4%
HON vs EXC
+2.8%
+7.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -0.4% | -1.4% | +1.0% | -0.2% |
| 30D | +8.6% | +8.3% | +0.3% | +7.1% |
| 3M | -0.8% | +2.6% | -3.4% | -1.3% |
| 6M | -0.1% | +5.2% | -5.3% | -0.6% |
| YTD | +12.8% | +7.5% | +5.2% | +12.5% |
| 1Y | +10.4% | +3.2% | +7.3% | +10.1% |
| All | +10.4% | +2.8% | +7.7% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling