-3.1%
HON vs IBB
+44.5%
-47.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | -3.5% | -4.2% | +0.8% | -2.2% |
| 30D | -13.8% | +1.1% | -14.9% | -14.3% |
| 3M | -11.7% | +19.0% | -30.7% | -17.8% |
| 6M | -18.7% | +18.9% | -37.6% | -24.4% |
| YTD | +0.2% | +20.3% | -20.1% | -7.4% |
| 1Y | -3.1% | +41.5% | -44.5% | -14.7% |
| All | -3.1% | +44.5% | -47.5% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling