+10.4%
HON vs STT
+48.7%
-38.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.7% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | +8.6% | -0.4% | +9.0% | +8.6% |
| 3M | -0.8% | -6.5% | +5.7% | +0.7% |
| 6M | -0.1% | +17.2% | -17.3% | -4.4% |
| YTD | +12.8% | +38.2% | -25.4% | +1.7% |
| 1Y | +10.4% | +49.3% | -38.9% | -3.1% |
| All | +10.4% | +48.7% | -38.3% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling