+2,290.7%
HON vs SIRI
-18.6%
+2,309.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.5% |
| 7D | -0.6% | -3.9% | +3.4% | -0.3% |
| 30D | -15.4% | -0.8% | -14.6% | -15.4% |
| 3M | -9.1% | +4.3% | -13.4% | -9.5% |
| 6M | -17.1% | +34.1% | -51.1% | -18.8% |
| YTD | +1.5% | +47.3% | -45.8% | -1.3% |
| 1Y | -1.3% | +22.9% | -24.2% | -3.0% |
| 3Y | +19.5% | -24.6% | +44.1% | +19.7% |
| 5Y | +3.1% | -43.2% | +46.2% | +4.0% |
| 10Y | +138.4% | -12.3% | +150.7% | +134.5% |
| All | +2,290.7% | -18.6% | +2,309.3% | +2,077.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling