+56.6%
HON vs OPEN
-74.0%
+130.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -3.5% | -11.4% | +8.0% | -3.0% |
| 30D | -13.8% | -20.1% | +6.3% | -13.0% |
| 3M | -11.7% | -37.6% | +25.9% | -10.3% |
| 6M | -18.7% | -47.1% | +28.3% | -17.0% |
| YTD | +0.2% | -52.1% | +52.4% | +2.5% |
| 1Y | -3.1% | -73.5% | +70.4% | +0.7% |
| 3Y | +17.0% | -24.4% | +41.4% | +9.6% |
| 5Y | +2.0% | -85.1% | +87.1% | -4.2% |
| All | +56.6% | -74.0% | +130.7% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling