+132.3%
HON vs RUN
+42.2%
+90.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -3.5% | -3.7% | +0.3% | -3.2% |
| 30D | -13.8% | -13.0% | -0.7% | -12.8% |
| 3M | -11.7% | -31.8% | +20.1% | -9.1% |
| 6M | -18.7% | -32.2% | +13.5% | -16.7% |
| YTD | +0.2% | -53.5% | +53.7% | +4.8% |
| 1Y | -3.1% | -46.5% | +43.5% | -0.6% |
| 3Y | +17.0% | -37.6% | +54.6% | +5.4% |
| 5Y | +2.0% | -80.9% | +82.9% | -1.1% |
| All | +132.3% | +42.2% | +90.1% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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