+6,143.4%
HON vs PCG
+88.9%
+6,054.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +1.9% | -0.5% | +2.3% | +1.9% |
| 30D | +9.9% | +0.8% | +9.1% | +9.7% |
| 3M | -5.8% | -22.0% | +16.3% | -2.7% |
| 6M | +3.0% | -17.1% | +20.1% | +5.2% |
| YTD | +13.1% | -16.9% | +29.9% | +15.4% |
| 1Y | +13.2% | -19.1% | +32.2% | +15.9% |
| 3Y | +30.8% | -19.4% | +50.3% | +33.2% |
| 5Y | +13.0% | +9.0% | +4.0% | +9.3% |
| 10Y | +161.3% | -76.2% | +237.5% | +172.0% |
| All | +6,143.4% | +88.9% | +6,054.5% | +2,955.3% |
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