+790.0%
HON vs QLD
+9,036.4%
-8,246.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.6% | +0.8% |
| 7D | -3.6% | +0.6% | -4.2% | -3.8% |
| 30D | -15.3% | -0.1% | -15.1% | -15.3% |
| 3M | -7.9% | -8.4% | +0.5% | -6.0% |
| 6M | -18.1% | +32.2% | -50.3% | -27.8% |
| YTD | +3.8% | +28.9% | -25.1% | -7.9% |
| 1Y | +0.5% | +43.8% | -43.3% | -15.2% |
| 3Y | +19.8% | +176.6% | -156.8% | -26.6% |
| 5Y | +2.9% | +121.6% | -118.7% | -37.1% |
| 10Y | +134.6% | +1,652.9% | -1,518.3% | -53.0% |
| All | +790.0% | +9,036.4% | -8,246.5% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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