+15.0%
HON vs OPEN
-94.2%
+109.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.4% |
| 7D | -0.4% | -31.1% | +30.7% | +1.1% |
| 30D | +8.6% | -34.7% | +43.3% | +10.3% |
| 3M | -0.8% | -61.9% | +61.1% | +3.1% |
| 6M | -0.1% | -71.9% | +71.8% | +5.0% |
| YTD | +12.8% | -76.6% | +89.3% | +19.0% |
| 1Y | +10.4% | -83.9% | +94.3% | +18.2% |
| 3Y | +30.5% | -34.4% | +64.8% | +20.3% |
| 5Y | +15.0% | -93.9% | +108.9% | +20.2% |
| All | +15.0% | -94.2% | +109.2% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling