+3.1%
HON vs GEN
+20.0%
-16.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -0.6% | -2.9% | +2.4% | 0.0% |
| 30D | -15.4% | +2.1% | -17.4% | -15.8% |
| 3M | -9.1% | +19.7% | -28.8% | -12.9% |
| 6M | -17.1% | +33.3% | -50.3% | -22.8% |
| YTD | +1.5% | +11.1% | -9.6% | -1.2% |
| 1Y | -1.3% | +3.0% | -4.3% | -2.1% |
| 3Y | +19.5% | +57.9% | -38.3% | +5.4% |
| 5Y | +3.1% | +20.6% | -17.5% | -5.1% |
| All | +3.1% | +20.0% | -16.9% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling