+13.1%
HON vs LOW
-0.5%
+13.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.5% | -5.5% | -0.2% |
| 7D | +4.2% | +15.6% | -11.4% | -0.2% |
| 30D | +6.7% | +28.6% | -21.9% | -1.1% |
| 3M | -7.9% | +5.8% | -13.7% | -9.4% |
| 6M | +4.8% | +3.8% | +1.0% | +3.8% |
| YTD | +13.2% | -2.8% | +16.0% | +14.5% |
| 1Y | +13.1% | -1.4% | +14.5% | +13.9% |
| All | +13.1% | -0.5% | +13.5% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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