+16.9%
HON vs XYZ
+46.5%
-29.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -2.6% | -5.2% | +2.5% | -1.9% |
| 30D | -11.9% | 0.0% | -11.9% | -12.0% |
| 3M | -6.1% | +18.7% | -24.8% | -8.5% |
| 6M | -19.2% | +20.5% | -39.7% | -21.6% |
| YTD | +0.2% | +21.5% | -21.3% | -3.4% |
| 1Y | -1.5% | +7.2% | -8.7% | -3.5% |
| All | +16.9% | +46.5% | -29.7% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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