+7.0%
HON vs Q
+68.3%
-61.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +0.4% |
| 7D | +1.4% | +1.2% | +0.3% | +1.2% |
| 30D | +7.5% | -2.7% | +10.2% | +7.7% |
| 3M | -4.3% | -16.9% | +12.6% | -2.2% |
| 6M | -1.5% | -26.9% | +25.3% | +1.5% |
| YTD | +10.5% | +45.2% | -34.7% | +5.0% |
| 1Y | +8.5% | +38.1% | -29.6% | +3.3% |
| All | +7.0% | +68.3% | -61.3% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling