+3.1%
HON vs HAL
+112.2%
-109.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.7% |
| 7D | -0.6% | -1.3% | +0.8% | -0.4% |
| 30D | -15.4% | +10.9% | -26.3% | -16.8% |
| 3M | -9.1% | -5.8% | -3.3% | -8.5% |
| 6M | -17.1% | +8.1% | -25.2% | -18.8% |
| YTD | +1.5% | +33.2% | -31.7% | -4.5% |
| 1Y | -1.3% | +74.2% | -75.5% | -11.9% |
| 3Y | +19.5% | -3.7% | +23.2% | +15.1% |
| 5Y | +3.1% | +111.9% | -108.8% | -16.2% |
| All | +3.1% | +112.2% | -109.2% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling