+5,431.0%
HON vs TROW
+14,151.0%
-8,719.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.3% |
| 7D | -2.6% | -3.0% | +0.4% | -1.6% |
| 30D | -11.9% | -5.5% | -6.4% | -10.2% |
| 3M | -6.1% | +2.3% | -8.3% | -7.1% |
| 6M | -19.2% | +23.9% | -43.1% | -25.4% |
| YTD | +0.2% | +7.9% | -7.7% | -3.2% |
| 1Y | -1.5% | +6.1% | -7.6% | -4.5% |
| 3Y | +17.9% | +13.8% | +4.1% | +10.0% |
| 5Y | +1.9% | -38.2% | +40.1% | +14.1% |
| 10Y | +135.2% | +131.3% | +3.9% | +65.9% |
| All | +5,431.0% | +14,151.0% | -8,719.9% | +1,404.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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