+7.8%
HON vs IR
+10.1%
-2.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | +3.6% | +4.2% | -0.7% | +1.9% |
| 30D | +7.8% | +8.1% | -0.3% | +4.5% |
| 3M | -4.8% | +0.7% | -5.4% | -5.0% |
| 6M | -1.7% | +16.6% | -18.3% | -7.7% |
| YTD | +10.7% | +7.8% | +2.9% | +6.3% |
| 1Y | +7.8% | +9.9% | -2.1% | +2.4% |
| All | +7.8% | +10.1% | -2.3% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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