+5,919.9%
HON vs PCG
+85.2%
+5,834.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.0% | +3.9% | +2.3% |
| 7D | +0.8% | -1.6% | +2.4% | +1.0% |
| 30D | +5.7% | +1.4% | +4.3% | +5.5% |
| 3M | -8.3% | -23.4% | +15.1% | -5.0% |
| 6M | -2.4% | -19.4% | +17.0% | +0.1% |
| YTD | +9.0% | -18.5% | +27.5% | +11.6% |
| 1Y | +9.2% | -19.5% | +28.7% | +12.0% |
| 3Y | +26.3% | -21.0% | +47.3% | +29.1% |
| 5Y | +9.1% | +13.7% | -4.6% | +4.9% |
| 10Y | +163.4% | -77.2% | +240.6% | +176.5% |
| All | +5,919.9% | +85.2% | +5,834.7% | +2,854.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling