+6,005.0%
HON vs HAL
+535.9%
+5,469.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -0.9% |
| 7D | +1.4% | +6.1% | -4.7% | 0.0% |
| 30D | +7.5% | +2.9% | +4.6% | +6.6% |
| 3M | -4.3% | +3.3% | -7.7% | -5.5% |
| 6M | -1.5% | -16.9% | +15.4% | +1.9% |
| YTD | +10.5% | +21.2% | -10.6% | +3.6% |
| 1Y | +8.5% | +27.5% | -19.0% | +0.4% |
| 3Y | +28.0% | -6.4% | +34.5% | +24.4% |
| 5Y | +12.0% | +58.0% | -46.0% | -8.8% |
| 10Y | +155.4% | -14.6% | +170.0% | +110.5% |
| All | +6,005.0% | +535.9% | +5,469.1% | +2,707.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling