+5,596.8%
HON vs TGT
+6,311.1%
-714.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.3% |
| 7D | -0.8% | -0.6% | -0.2% | -0.6% |
| 30D | -15.2% | +9.5% | -24.7% | -17.7% |
| 3M | -6.0% | +32.3% | -38.2% | -14.2% |
| 6M | -14.9% | +37.0% | -51.9% | -23.5% |
| YTD | +3.2% | +71.0% | -67.9% | -13.8% |
| 1Y | 0.0% | +85.0% | -85.0% | -18.7% |
| 3Y | +21.5% | +46.8% | -25.3% | +1.4% |
| 5Y | +4.0% | -22.7% | +26.8% | +3.0% |
| 10Y | +138.4% | +216.3% | -77.9% | +37.5% |
| All | +5,596.8% | +6,311.1% | -714.3% | +1,098.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 all: compounded portfolio wealth divided by compounded TGT 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…
all analysis · Full analysis span regression · 6 months rolling