+2,340.2%
HON vs FLEX
+5,119.6%
-2,779.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +0.7% |
| 7D | +1.4% | +7.5% | -6.0% | -0.1% |
| 30D | +7.5% | -25.3% | +32.8% | +12.7% |
| 3M | -4.3% | -39.7% | +35.3% | +4.1% |
| 6M | -1.5% | -47.9% | +46.3% | +8.8% |
| YTD | +10.5% | +24.1% | -13.6% | 0.0% |
| 1Y | +8.5% | +26.0% | -17.4% | -2.4% |
| 3Y | +28.0% | +282.7% | -254.6% | -11.3% |
| 5Y | +12.0% | +424.2% | -412.2% | -28.4% |
| 10Y | +155.4% | +613.8% | -458.4% | +43.2% |
| All | +2,340.2% | +5,119.6% | -2,779.4% | +837.1% |
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 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