+16.9%
HON vs XHB
+21.1%
-4.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.5% |
| 7D | -2.6% | -5.2% | +2.6% | -0.7% |
| 30D | -11.9% | -12.1% | +0.3% | -7.6% |
| 3M | -6.1% | -6.2% | +0.1% | -4.0% |
| 6M | -19.2% | -6.7% | -12.5% | -17.4% |
| YTD | +0.2% | -5.5% | +5.6% | +1.8% |
| 1Y | -1.5% | -15.6% | +14.2% | +3.9% |
| All | +16.9% | +21.1% | -4.3% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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