+4.0%
HON vs IBB
+20.0%
-15.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.3% |
| 7D | -0.8% | -1.7% | +0.8% | -0.1% |
| 30D | -15.2% | +4.9% | -20.0% | -17.2% |
| 3M | -6.0% | +24.2% | -30.2% | -15.1% |
| 6M | -14.9% | +23.8% | -38.7% | -23.2% |
| YTD | +3.2% | +23.0% | -19.8% | -6.8% |
| 1Y | 0.0% | +46.2% | -46.1% | -16.8% |
| 3Y | +21.5% | +64.8% | -43.3% | -6.0% |
| 5Y | +4.0% | +20.9% | -16.9% | -17.6% |
| All | +4.0% | +20.0% | -15.9% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling