+132.3%
HON vs SIRI
-10.2%
+142.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | -3.5% | +0.6% | -4.0% | -3.6% |
| 30D | -13.8% | +2.5% | -16.3% | -14.3% |
| 3M | -11.7% | +6.6% | -18.3% | -13.2% |
| 6M | -18.7% | +32.9% | -51.6% | -24.0% |
| YTD | +0.2% | +50.5% | -50.2% | -9.0% |
| 1Y | -3.1% | +28.0% | -31.0% | -9.2% |
| 3Y | +17.0% | -22.4% | +39.4% | +16.4% |
| 5Y | +2.0% | -41.3% | +43.3% | +3.5% |
| All | +132.3% | -10.2% | +142.5% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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