+25.3%
HON vs EXE
+165.2%
-139.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | +1.4% | +5.3% | -3.9% | +0.8% |
| 30D | +7.5% | -2.2% | +9.7% | +7.7% |
| 3M | -4.3% | -5.9% | +1.5% | -3.8% |
| 6M | -1.5% | -5.7% | +4.2% | -1.2% |
| YTD | +10.5% | -17.8% | +28.4% | +12.7% |
| 1Y | +8.5% | -23.1% | +31.7% | +11.6% |
| 3Y | +28.0% | +21.2% | +6.9% | +21.9% |
| 5Y | +12.0% | +78.8% | -66.8% | +0.3% |
| All | +25.3% | +165.2% | -139.8% | +5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling