+161.3%
HON vs RACE
+740.2%
-578.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.1% |
| 7D | +1.9% | +0.2% | +1.6% | +1.8% |
| 30D | +9.9% | +6.6% | +3.2% | +7.5% |
| 3M | -5.8% | +2.2% | -8.0% | -6.7% |
| 6M | +3.0% | +22.4% | -19.4% | -4.6% |
| YTD | +13.1% | +13.8% | -0.7% | +6.7% |
| 1Y | +13.2% | +2.2% | +10.9% | +10.8% |
| 3Y | +30.8% | +25.6% | +5.2% | +13.3% |
| 5Y | +13.0% | +71.0% | -58.0% | -15.6% |
| 10Y | +161.3% | +739.1% | -577.8% | +26.4% |
| All | +161.3% | +740.2% | -578.9% | +26.4% |
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