+888.1%
HON vs PWR
+8,583.6%
-7,695.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | -3.6% | +3.6% | -7.2% | -4.3% |
| 30D | -15.3% | -8.6% | -6.7% | -13.7% |
| 3M | -7.9% | -13.2% | +5.3% | -5.7% |
| 6M | -18.1% | +9.9% | -27.9% | -20.7% |
| YTD | +3.8% | +48.0% | -44.2% | -5.9% |
| 1Y | +0.5% | +66.2% | -65.7% | -11.6% |
| 3Y | +19.8% | +195.1% | -175.3% | -9.4% |
| 5Y | +2.9% | +442.6% | -439.6% | -32.5% |
| 10Y | +134.6% | +2,334.2% | -2,199.6% | +11.9% |
| All | +888.1% | +8,583.6% | -7,695.5% | +247.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling