+9.3%
HON vs P
+247.4%
-238.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.6% | +1.6% |
| 7D | +0.8% | -23.8% | +24.6% | +3.2% |
| 30D | +5.7% | -36.6% | +42.4% | +10.0% |
| 3M | -8.3% | +10.9% | -19.2% | -10.3% |
| 6M | -2.4% | +30.0% | -32.4% | -6.9% |
| YTD | +9.0% | +44.4% | -35.4% | +2.2% |
| 1Y | +9.2% | +3.9% | +5.3% | +5.5% |
| 3Y | +26.3% | +176.6% | -150.3% | +1.4% |
| All | +9.3% | +247.4% | -238.1% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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