-0.1%
HON vs Q
+75.3%
-75.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.0% |
| 7D | -0.8% | +6.7% | -7.6% | -1.7% |
| 30D | -15.2% | -10.6% | -4.6% | -13.9% |
| 3M | -6.0% | -14.6% | +8.6% | -4.6% |
| 6M | -14.9% | +12.1% | -27.0% | -16.9% |
| YTD | +3.2% | +51.3% | -48.1% | -2.3% |
| All | -0.1% | +75.3% | -75.4% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling