+22.5%
HON vs ROIV
+201.4%
-178.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.8% |
| 7D | -3.6% | +0.6% | -4.2% | -3.7% |
| 30D | -15.3% | +1.0% | -16.2% | -15.4% |
| 3M | -7.9% | +18.3% | -26.2% | -9.8% |
| 6M | -18.1% | +18.3% | -36.4% | -20.0% |
| YTD | +3.8% | +61.0% | -57.1% | -2.4% |
| 1Y | +0.5% | +177.9% | -177.4% | -11.8% |
| All | +22.5% | +201.4% | -178.8% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling