+164.1%
HON vs IP
+31.6%
+132.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.9% | +1.2% | +3.0% |
| 7D | +2.3% | -3.0% | +5.4% | +3.5% |
| 30D | +10.2% | +10.6% | -0.4% | +6.1% |
| 3M | -6.7% | -13.6% | +6.9% | -2.0% |
| 6M | +3.3% | +10.4% | -7.1% | -1.7% |
| YTD | +13.4% | -6.5% | +19.9% | +13.3% |
| 1Y | +14.7% | -2.1% | +16.8% | +12.2% |
| 3Y | +33.4% | +22.0% | +11.4% | +10.1% |
| 5Y | +12.7% | -9.7% | +22.4% | +5.1% |
| 10Y | +164.1% | +26.8% | +137.3% | +93.7% |
| All | +164.1% | +31.6% | +132.5% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling