+13.1%
HON vs FLEX
+23.4%
-10.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -12.3% | +14.3% | +2.7% |
| 7D | +4.2% | -17.0% | +21.2% | +5.3% |
| 30D | +6.7% | -33.8% | +40.5% | +9.6% |
| 3M | -7.9% | -39.0% | +31.1% | -4.9% |
| 6M | +4.8% | -15.9% | +20.7% | +4.2% |
| YTD | +13.2% | +27.8% | -14.7% | +8.5% |
| 1Y | +13.1% | +25.0% | -11.9% | +8.1% |
| All | +13.1% | +23.4% | -10.4% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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