+5,634.3%
HON vs HAL
+597.8%
+5,036.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.5% | +1.1% |
| 7D | -3.6% | +2.9% | -6.5% | -4.3% |
| 30D | -15.3% | +17.0% | -32.3% | -18.6% |
| 3M | -7.9% | -9.7% | +1.8% | -6.2% |
| 6M | -18.1% | +8.6% | -26.7% | -20.7% |
| YTD | +3.8% | +33.0% | -29.2% | -4.6% |
| 1Y | +0.5% | +68.3% | -67.8% | -13.3% |
| 3Y | +19.8% | +0.1% | +19.7% | +14.5% |
| 5Y | +2.9% | +102.6% | -99.7% | -21.4% |
| 10Y | +134.6% | +3.8% | +130.8% | +84.7% |
| All | +5,634.3% | +597.8% | +5,036.5% | +2,485.0% |
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