+156.2%
HON vs RACE
+717.8%
-561.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.6% | -1.0% |
| 7D | +3.6% | -4.0% | +7.6% | +5.0% |
| 30D | +7.8% | +3.5% | +4.2% | +6.5% |
| 3M | -4.8% | -0.4% | -4.3% | -4.9% |
| 6M | -1.7% | +23.2% | -24.8% | -9.1% |
| YTD | +10.7% | +11.0% | -0.3% | +5.4% |
| 1Y | +7.8% | -2.2% | +10.0% | +7.2% |
| 3Y | +28.1% | +22.5% | +5.5% | +11.9% |
| 5Y | +12.2% | +63.2% | -51.0% | -14.7% |
| All | +156.2% | +717.8% | -561.6% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling