+5,634.3%
HON vs TAP
+825.0%
+4,809.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.1% | +1.0% |
| 7D | -3.6% | -2.3% | -1.3% | -3.1% |
| 30D | -15.3% | -2.1% | -13.1% | -14.9% |
| 3M | -7.9% | +6.6% | -14.5% | -9.4% |
| 6M | -18.1% | -11.5% | -6.6% | -16.1% |
| YTD | +3.8% | -10.3% | +14.1% | +5.7% |
| 1Y | +0.5% | -14.4% | +14.9% | +3.1% |
| 3Y | +19.8% | -28.3% | +48.0% | +26.7% |
| 5Y | +2.9% | +1.7% | +1.2% | -0.4% |
| 10Y | +134.6% | -49.2% | +183.9% | +153.0% |
| All | +5,634.3% | +825.0% | +4,809.3% | +3,866.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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