+132.1%
HON vs TECH
+189.8%
-57.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | -11.9% | 0.0% | -11.9% | -11.9% |
| 3M | -6.1% | +37.4% | -43.5% | -13.4% |
| 6M | -19.2% | +36.9% | -56.1% | -26.3% |
| YTD | +0.2% | +23.1% | -22.9% | -6.6% |
| 1Y | -1.5% | +42.2% | -43.7% | -11.9% |
| 3Y | +17.9% | +1.9% | +16.0% | +10.8% |
| 5Y | +1.9% | -42.9% | +44.9% | +10.6% |
| All | +132.1% | +189.8% | -57.7% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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