+132.3%
HON vs GEN
+159.8%
-27.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | -3.5% | -1.3% | -2.2% | -3.2% |
| 30D | -13.8% | +6.1% | -19.9% | -14.8% |
| 3M | -11.7% | +27.0% | -38.6% | -16.0% |
| 6M | -18.7% | +43.9% | -62.6% | -25.1% |
| YTD | +0.2% | +13.0% | -12.7% | -3.0% |
| 1Y | -3.1% | +4.0% | -7.1% | -4.6% |
| 3Y | +17.0% | +66.2% | -49.2% | +3.6% |
| 5Y | +2.0% | +23.2% | -21.1% | -5.8% |
| All | +132.3% | +159.8% | -27.5% | +76.0% |
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