+15.0%
HON vs IP
-13.0%
+27.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | +0.1% |
| 7D | -0.4% | -2.8% | +2.4% | +0.4% |
| 30D | +8.6% | +9.2% | -0.6% | +6.2% |
| 3M | -0.8% | -16.1% | +15.4% | +3.4% |
| 6M | -0.1% | +9.6% | -9.7% | -3.0% |
| YTD | +12.8% | -8.8% | +21.5% | +13.5% |
| 1Y | +10.4% | -5.5% | +15.9% | +10.1% |
| 3Y | +30.5% | +19.6% | +10.9% | +15.0% |
| 5Y | +15.0% | -13.5% | +28.4% | +15.7% |
| All | +15.0% | -13.0% | +27.9% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling