+0.5%
HON vs PSX
+101.0%
-100.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -3.6% | +4.5% | -8.1% | -3.1% |
| 30D | -15.3% | +26.6% | -41.9% | -13.3% |
| 3M | -7.9% | +39.3% | -47.2% | -5.2% |
| 6M | -18.1% | +56.8% | -74.9% | -16.9% |
| YTD | +3.8% | +101.8% | -98.0% | -1.0% |
| 1Y | +0.5% | +99.6% | -99.1% | -5.6% |
| All | +0.5% | +101.0% | -100.6% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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