+26.3%
HON vs PL
+455.3%
-429.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.4% | -8.4% | +1.5% |
| 7D | +0.8% | -6.8% | +7.6% | +1.1% |
| 30D | +5.7% | -29.3% | +35.0% | +7.4% |
| 3M | -8.3% | -44.8% | +36.4% | -5.9% |
| 6M | -2.4% | -68.4% | +66.0% | +2.4% |
| YTD | +9.0% | -36.4% | +45.4% | +9.3% |
| 1Y | +9.2% | +0.7% | +8.5% | +5.9% |
| 3Y | +26.3% | +455.3% | -429.0% | +1.8% |
| All | +26.3% | +455.3% | -429.0% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling