+0.3%
HON vs PCG
+2.9%
-2.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.3% | -1.2% |
| 7D | -0.8% | +5.4% | -6.2% | -1.7% |
| 30D | -15.2% | -15.1% | 0.0% | -13.0% |
| 3M | -6.0% | -9.8% | +3.8% | -5.3% |
| 6M | -14.9% | -18.0% | +3.1% | -12.0% |
| YTD | +3.2% | -7.2% | +10.4% | +3.9% |
| All | +0.3% | +2.9% | -2.6% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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