+2,530.9%
HON vs O
+5,221.5%
-2,690.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | +1.4% | -0.4% | +1.8% | +1.6% |
| 30D | +7.5% | +7.1% | +0.4% | +4.6% |
| 3M | -4.3% | -5.2% | +0.9% | -2.4% |
| 6M | -1.5% | -1.8% | +0.2% | -1.2% |
| YTD | +10.5% | +9.1% | +1.5% | +6.5% |
| 1Y | +8.5% | +9.7% | -1.1% | +4.3% |
| 3Y | +28.0% | +39.1% | -11.1% | +11.0% |
| 5Y | +12.0% | +8.4% | +3.7% | +6.5% |
| 10Y | +155.4% | +80.2% | +75.2% | +92.1% |
| All | +2,530.9% | +5,221.5% | -2,690.5% | +592.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 all: compounded portfolio wealth divided by compounded O 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…
all analysis · Full analysis span regression · 6 months rolling