+12.7%
HON vs LII
+23.0%
-10.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.2% | +1.9% | +3.4% |
| 7D | +2.3% | -1.2% | +3.5% | +2.7% |
| 30D | +10.2% | -2.0% | +12.2% | +10.6% |
| 3M | -6.7% | -20.2% | +13.5% | -0.6% |
| 6M | +3.3% | -32.5% | +35.9% | +14.5% |
| YTD | +13.4% | -27.4% | +40.8% | +22.1% |
| 1Y | +14.7% | -28.2% | +42.9% | +23.8% |
| 3Y | +33.4% | -7.2% | +40.6% | +27.0% |
| 5Y | +12.7% | +19.9% | -7.2% | -7.3% |
| All | +12.7% | +23.0% | -10.3% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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