+16.9%
HON vs TRV
+141.6%
-124.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.9% | -1.5% |
| 7D | -2.6% | -1.5% | -1.1% | -2.2% |
| 30D | -11.9% | -1.8% | -10.1% | -11.5% |
| 3M | -6.1% | +21.6% | -27.7% | -11.6% |
| 6M | -19.2% | +22.5% | -41.7% | -24.2% |
| YTD | +0.2% | +28.1% | -28.0% | -7.5% |
| 1Y | -1.5% | +37.0% | -38.5% | -11.1% |
| All | +16.9% | +141.6% | -124.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling