+788.9%
HON vs XME
+246.2%
+542.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.1% |
| 7D | -0.8% | +3.6% | -4.4% | -2.3% |
| 30D | -15.2% | +3.6% | -18.8% | -16.6% |
| 3M | -6.0% | +1.2% | -7.2% | -6.9% |
| 6M | -14.9% | +9.0% | -23.9% | -18.7% |
| YTD | +3.2% | +15.9% | -12.8% | -4.4% |
| 1Y | 0.0% | +43.2% | -43.2% | -15.7% |
| 3Y | +21.5% | +137.4% | -115.9% | -18.6% |
| 5Y | +4.0% | +185.0% | -181.0% | -37.8% |
| 10Y | +138.4% | +409.5% | -271.1% | +4.8% |
| All | +788.9% | +246.2% | +542.7% | +266.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XME 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling