+155.8%
HON vs PWR
+1,844.4%
-1,688.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +1.4% | +11.3% | -9.9% | -2.2% |
| 30D | +7.5% | -8.9% | +16.3% | +9.6% |
| 3M | -4.3% | -10.5% | +6.2% | -2.3% |
| 6M | -1.5% | -22.2% | +20.6% | +4.3% |
| YTD | +10.5% | +42.7% | -32.2% | -7.5% |
| 1Y | +8.5% | +41.1% | -32.6% | -9.1% |
| 3Y | +28.0% | +242.7% | -214.7% | -31.0% |
| 5Y | +12.0% | +418.5% | -406.5% | -52.7% |
| All | +155.8% | +1,844.4% | -1,688.6% | -50.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling