+132.3%
HON vs TRU
+147.2%
-14.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -3.5% | -2.7% | -0.7% | -2.6% |
| 30D | -13.8% | -2.0% | -11.7% | -13.4% |
| 3M | -11.7% | +18.4% | -30.1% | -17.2% |
| 6M | -18.7% | +8.9% | -27.6% | -22.0% |
| YTD | +0.2% | -8.9% | +9.2% | +1.0% |
| 1Y | -3.1% | -15.9% | +12.8% | -0.2% |
| 3Y | +17.0% | -1.1% | +18.1% | +6.9% |
| 5Y | +2.0% | -35.2% | +37.2% | +10.3% |
| All | +132.3% | +147.2% | -14.8% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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