+1.5%
HON vs LEN
-11.2%
+12.6%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.5% |
| 7D | -3.5% | -4.8% | +1.3% | -2.3% |
| 30D | -13.8% | -6.6% | -7.2% | -12.3% |
| 3M | -11.7% | -15.7% | +4.0% | -8.0% |
| 6M | -18.7% | -16.6% | -2.1% | -15.3% |
| YTD | +0.2% | -21.3% | +21.6% | +5.6% |
| 1Y | -3.1% | -42.0% | +39.0% | +9.9% |
| 3Y | +17.0% | -27.9% | +44.9% | +19.4% |
| All | +1.5% | -11.2% | +12.6% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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