+132.3%
HON vs HAL
+4.5%
+127.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -3.5% | -3.3% | -0.1% | -2.7% |
| 30D | -13.8% | +8.2% | -21.9% | -15.5% |
| 3M | -11.7% | -9.4% | -2.2% | -10.1% |
| 6M | -18.7% | +0.6% | -19.4% | -19.9% |
| YTD | +0.2% | +28.6% | -28.3% | -7.3% |
| 1Y | -3.1% | +63.9% | -67.0% | -16.1% |
| 3Y | +17.0% | -7.1% | +24.1% | +13.8% |
| 5Y | +2.0% | +102.3% | -100.3% | -24.1% |
| All | +132.3% | +4.5% | +127.8% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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