+0.5%
HON vs PWR
+66.5%
-66.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -3.6% | +3.6% | -7.2% | -4.0% |
| 30D | -15.3% | -8.6% | -6.7% | -14.4% |
| 3M | -7.9% | -13.2% | +5.3% | -6.4% |
| 6M | -18.1% | +9.9% | -27.9% | -19.5% |
| YTD | +3.8% | +48.0% | -44.2% | -0.5% |
| 1Y | +0.5% | +66.2% | -65.7% | -3.7% |
| All | +0.5% | +66.5% | -66.0% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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