+3.1%
HON vs TECH
-42.1%
+45.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | -15.4% | +0.3% | -15.7% | -15.4% |
| 3M | -9.1% | +32.9% | -42.1% | -14.3% |
| 6M | -17.1% | +32.1% | -49.1% | -22.5% |
| YTD | +1.5% | +23.4% | -21.9% | -4.0% |
| 1Y | -1.3% | +34.1% | -35.4% | -8.7% |
| 3Y | +19.5% | +2.2% | +17.4% | +13.6% |
| 5Y | +3.1% | -41.8% | +44.9% | +5.9% |
| All | +3.1% | -42.1% | +45.2% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling