+5,506.3%
HON vs ROL
+8,694.2%
-3,187.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.2% |
| 7D | -0.6% | -3.3% | +2.7% | +0.6% |
| 30D | -15.4% | -7.2% | -8.2% | -13.1% |
| 3M | -9.1% | -27.0% | +17.8% | +1.0% |
| 6M | -17.1% | -39.5% | +22.4% | -1.7% |
| YTD | +1.5% | -41.8% | +43.3% | +21.6% |
| 1Y | -1.3% | -38.9% | +37.6% | +15.7% |
| 3Y | +19.5% | -0.4% | +19.9% | +16.0% |
| 5Y | +3.1% | -4.2% | +7.3% | -0.4% |
| 10Y | +138.4% | +208.2% | -69.8% | +45.4% |
| All | +5,506.3% | +8,694.2% | -3,187.9% | +1,053.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded ROL 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling