+0.5%
HON vs EXE
+3.1%
-2.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.1% | +0.9% |
| 7D | -3.6% | -0.3% | -3.3% | -3.6% |
| 30D | -15.3% | +8.5% | -23.7% | -14.7% |
| 3M | -7.9% | +5.5% | -13.4% | -7.4% |
| 6M | -18.1% | -5.9% | -12.2% | -17.8% |
| YTD | +3.8% | -9.7% | +13.5% | +4.3% |
| 1Y | +0.5% | +3.6% | -3.1% | +2.4% |
| All | +0.5% | +3.1% | -2.6% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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