+1.9%
HON vs IAG
+796.9%
-794.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.8% | -1.2% |
| 7D | -2.6% | -4.1% | +1.4% | -2.4% |
| 30D | -11.9% | +10.6% | -22.5% | -12.6% |
| 3M | -6.1% | +35.4% | -41.5% | -8.1% |
| 6M | -19.2% | -9.5% | -9.7% | -19.4% |
| YTD | +0.2% | +21.8% | -21.7% | -1.9% |
| 1Y | -1.5% | +84.1% | -85.6% | -5.8% |
| 3Y | +17.9% | +817.4% | -799.4% | +0.5% |
| 5Y | +1.9% | +830.1% | -828.2% | -19.3% |
| All | +1.9% | +796.9% | -794.9% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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