+3.1%
HON vs FLEX
+717.1%
-714.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.4% |
| 7D | -0.6% | +6.4% | -6.9% | -1.5% |
| 30D | -15.4% | -5.9% | -9.5% | -14.7% |
| 3M | -9.1% | -23.5% | +14.3% | -6.3% |
| 6M | -17.1% | +83.7% | -100.8% | -28.2% |
| YTD | +1.5% | +86.5% | -85.0% | -12.9% |
| 1Y | -1.3% | +100.5% | -101.8% | -17.3% |
| 3Y | +19.5% | +469.8% | -450.3% | -25.2% |
| 5Y | +3.1% | +725.7% | -722.6% | -44.8% |
| All | +3.1% | +717.1% | -714.0% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling