+2,192.1%
HON vs FLEX
+7,523.3%
-5,331.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.7% |
| 7D | -3.6% | -0.9% | -2.7% | -3.4% |
| 30D | -15.3% | -10.1% | -5.1% | -13.6% |
| 3M | -7.9% | -31.3% | +23.5% | -2.0% |
| 6M | -18.1% | +71.3% | -89.3% | -29.1% |
| YTD | +3.8% | +81.2% | -77.4% | -11.6% |
| 1Y | +0.5% | +98.5% | -98.0% | -16.5% |
| 3Y | +19.8% | +428.2% | -408.5% | -21.2% |
| 5Y | +2.9% | +657.3% | -654.4% | -38.0% |
| 10Y | +134.6% | +995.9% | -861.3% | +22.6% |
| All | +2,192.1% | +7,523.3% | -5,331.3% | +728.5% |
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