+17.0%
HON vs SU
+120.0%
-103.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.5% | +2.2% | -5.7% | -3.6% |
| 30D | -13.8% | +8.4% | -22.2% | -14.3% |
| 3M | -11.7% | +12.1% | -23.8% | -12.5% |
| 6M | -18.7% | +19.7% | -38.4% | -21.0% |
| YTD | +0.2% | +58.4% | -58.2% | -7.5% |
| 1Y | -3.1% | +67.2% | -70.3% | -11.5% |
| 3Y | +17.0% | +125.0% | -108.1% | +1.3% |
| All | +17.0% | +120.0% | -103.0% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling