+2,389.2%
HON vs FLEX
+5,397.3%
-3,008.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.0% | -1.0% |
| 7D | -0.4% | +2.2% | -2.6% | -1.0% |
| 30D | +8.6% | -32.6% | +41.2% | +16.1% |
| 3M | -0.8% | -35.5% | +34.7% | +6.6% |
| 6M | -0.1% | -45.6% | +45.5% | +9.4% |
| YTD | +12.8% | +30.7% | -17.9% | +1.0% |
| 1Y | +10.4% | +28.4% | -17.9% | -1.1% |
| 3Y | +30.5% | +301.7% | -271.2% | -10.4% |
| 5Y | +15.0% | +473.3% | -458.3% | -27.8% |
| 10Y | +160.5% | +651.7% | -491.2% | +44.6% |
| All | +2,389.2% | +5,397.3% | -3,008.1% | +846.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling