+155.0%
HON vs GEN
+152.9%
+2.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.9% |
| 7D | +1.1% | +2.0% | -1.0% | +0.7% |
| 30D | +7.2% | +27.7% | -20.6% | +2.1% |
| 3M | -4.6% | +3.3% | -7.9% | -5.9% |
| 6M | -1.9% | +31.8% | -33.7% | -8.0% |
| YTD | +10.2% | +13.5% | -3.3% | +5.9% |
| 1Y | +8.2% | +16.0% | -7.8% | +3.4% |
| 3Y | +27.6% | +70.6% | -42.9% | +11.9% |
| 5Y | +11.7% | +32.1% | -20.5% | +1.2% |
| All | +155.0% | +152.9% | +2.1% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling