-1.3%
HON vs ROIV
+224.1%
-225.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.7% |
| 7D | -0.6% | +22.3% | -22.9% | -2.5% |
| 30D | -15.4% | +16.9% | -32.2% | -16.7% |
| 3M | -9.1% | +43.9% | -53.1% | -12.5% |
| 6M | -17.1% | +41.6% | -58.6% | -20.3% |
| YTD | +1.5% | +92.7% | -91.2% | -4.8% |
| 1Y | -1.3% | +210.2% | -211.5% | -11.9% |
| All | -1.3% | +224.1% | -225.4% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling