+132.3%
HON vs TRI
+196.2%
-63.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | -3.5% | -7.9% | +4.4% | -1.1% |
| 30D | -13.8% | -4.5% | -9.2% | -13.0% |
| 3M | -11.7% | +22.1% | -33.8% | -19.0% |
| 6M | -18.7% | -2.8% | -16.0% | -20.1% |
| YTD | +0.2% | -23.4% | +23.7% | +8.0% |
| 1Y | -3.1% | -41.5% | +38.5% | +18.5% |
| 3Y | +17.0% | -19.2% | +36.2% | +16.8% |
| 5Y | +2.0% | -9.4% | +11.4% | -6.3% |
| All | +132.3% | +196.2% | -63.9% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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