+31.6%
HON vs TE
-52.9%
+84.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -3.5% | +0.2% | -3.7% | -3.5% |
| 30D | -13.8% | -5.9% | -7.8% | -13.6% |
| 3M | -11.7% | -45.6% | +33.9% | -10.3% |
| 6M | -18.7% | -43.4% | +24.6% | -18.2% |
| YTD | +0.2% | -31.0% | +31.2% | -0.3% |
| 1Y | -3.1% | +145.2% | -148.3% | -10.1% |
| 3Y | +17.0% | -24.1% | +41.0% | +11.1% |
| 5Y | +2.0% | -48.1% | +50.2% | -1.7% |
| All | +31.6% | -52.9% | +84.5% | +28.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling