+759.7%
HON vs IBN
+1,532.9%
-773.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -3.6% | +1.4% | -5.0% | -3.9% |
| 30D | -15.3% | -0.3% | -14.9% | -15.2% |
| 3M | -7.9% | +17.1% | -25.0% | -11.1% |
| 6M | -18.1% | +3.4% | -21.4% | -18.7% |
| YTD | +3.8% | +2.5% | +1.3% | +3.1% |
| 1Y | +0.5% | -4.2% | +4.6% | +1.0% |
| 3Y | +19.8% | +32.4% | -12.6% | +11.2% |
| 5Y | +2.9% | +59.2% | -56.3% | -8.9% |
| 10Y | +134.6% | +345.7% | -211.0% | +59.6% |
| All | +759.7% | +1,532.9% | -773.2% | +280.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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