+9.3%
HON vs ROIV
+378.2%
-368.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.2% | -4.2% | +1.6% |
| 7D | +0.8% | +5.3% | -4.5% | +0.5% |
| 30D | +5.7% | +11.9% | -6.1% | +5.0% |
| 3M | -8.3% | +10.7% | -19.0% | -9.1% |
| 6M | -2.4% | +34.9% | -37.3% | -4.5% |
| YTD | +9.0% | +79.2% | -70.2% | +4.7% |
| 1Y | +9.2% | +89.0% | -79.8% | +4.5% |
| 3Y | +26.3% | +337.3% | -311.0% | +15.2% |
| All | +9.3% | +378.2% | -368.9% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling