+155.8%
HON vs TECH
+187.9%
-32.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +7.5% | +0.5% | +7.0% | +7.4% |
| 3M | -4.3% | +1.1% | -5.4% | -4.6% |
| 6M | -1.5% | +62.8% | -64.4% | -12.9% |
| YTD | +10.5% | +24.5% | -13.9% | +2.9% |
| 1Y | +8.5% | +20.6% | -12.1% | +1.7% |
| 3Y | +28.0% | +29.5% | -1.4% | +12.5% |
| 5Y | +12.0% | -40.9% | +52.9% | +20.7% |
| All | +155.8% | +187.9% | -32.1% | +55.8% |
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