+4.0%
HON vs PWR
+458.8%
-454.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.1% |
| 7D | -0.8% | +4.5% | -5.4% | -1.7% |
| 30D | -15.2% | -4.9% | -10.3% | -14.4% |
| 3M | -6.0% | -7.9% | +1.9% | -4.9% |
| 6M | -14.9% | +18.3% | -33.2% | -19.0% |
| YTD | +3.2% | +51.5% | -48.4% | -7.2% |
| 1Y | 0.0% | +70.3% | -70.3% | -12.9% |
| 3Y | +21.5% | +210.6% | -189.1% | -13.7% |
| 5Y | +4.0% | +456.7% | -452.6% | -40.8% |
| All | +4.0% | +458.8% | -454.8% | -40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling