+164.1%
HON vs RACE
+738.3%
-574.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +3.8% |
| 7D | +2.3% | +3.9% | -1.6% | +1.0% |
| 30D | +10.2% | +7.4% | +2.8% | +7.6% |
| 3M | -6.7% | +1.6% | -8.3% | -7.5% |
| 6M | +3.3% | +23.3% | -20.0% | -4.5% |
| YTD | +13.4% | +14.7% | -1.2% | +6.8% |
| 1Y | +14.7% | +2.5% | +12.2% | +12.2% |
| 3Y | +33.4% | +28.0% | +5.4% | +14.8% |
| 5Y | +12.7% | +69.8% | -57.1% | -15.5% |
| 10Y | +164.1% | +734.9% | -570.8% | +28.8% |
| All | +164.1% | +738.3% | -574.2% | +28.8% |
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