+138.4%
HON vs PWR
+2,367.8%
-2,229.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.9% |
| 7D | -0.6% | +2.7% | -3.2% | -1.5% |
| 30D | -15.4% | -5.1% | -10.3% | -14.1% |
| 3M | -9.1% | -9.4% | +0.2% | -7.1% |
| 6M | -17.1% | +10.4% | -27.5% | -21.9% |
| YTD | +1.5% | +48.6% | -47.1% | -14.9% |
| 1Y | -1.3% | +68.0% | -69.3% | -21.7% |
| 3Y | +19.5% | +204.7% | -185.2% | -30.9% |
| 5Y | +3.1% | +451.9% | -448.9% | -57.0% |
| 10Y | +138.4% | +2,425.3% | -2,287.0% | -57.4% |
| All | +138.4% | +2,367.8% | -2,229.5% | -57.4% |
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