+13.1%
HON vs TE
-16.5%
+29.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.5% | +5.5% | +2.0% |
| 7D | +4.2% | +3.8% | +0.4% | +4.1% |
| 30D | +6.7% | -26.2% | +32.9% | +7.2% |
| 3M | -7.9% | -49.7% | +41.8% | -6.9% |
| 6M | +4.8% | -46.5% | +51.3% | +6.0% |
| YTD | +13.2% | -59.1% | +72.3% | +14.5% |
| 1Y | +13.1% | -25.8% | +38.9% | +13.1% |
| All | +13.1% | -16.5% | +29.6% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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