+1.9%
HON vs EXE
+99.3%
-97.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -2.6% | -2.2% | -0.4% | -2.4% |
| 30D | -11.9% | -0.8% | -11.1% | -11.8% |
| 3M | -6.1% | +10.0% | -16.1% | -7.3% |
| 6M | -19.2% | -6.3% | -12.9% | -18.7% |
| YTD | +0.2% | -10.7% | +10.8% | +1.2% |
| 1Y | -1.5% | +2.7% | -4.2% | -2.8% |
| 3Y | +17.9% | +19.1% | -1.2% | +13.1% |
| 5Y | +1.9% | +105.4% | -103.5% | -9.2% |
| All | +1.9% | +99.3% | -97.4% | -9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling