+1.9%
HON vs TD
+122.4%
-120.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.7% |
| 7D | -2.6% | -2.6% | -0.1% | -1.5% |
| 30D | -11.9% | -1.0% | -10.9% | -11.5% |
| 3M | -6.1% | +5.6% | -11.7% | -8.7% |
| 6M | -19.2% | +27.1% | -46.3% | -28.0% |
| YTD | +0.2% | +29.4% | -29.3% | -11.5% |
| 1Y | -1.5% | +60.7% | -62.2% | -21.3% |
| 3Y | +17.9% | +127.6% | -109.7% | -21.0% |
| 5Y | +1.9% | +125.4% | -123.5% | -32.4% |
| All | +1.9% | +122.4% | -120.5% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 5y: compounded portfolio wealth divided by compounded TD 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…
5y analysis · Full analysis span regression · 6 months rolling