+123.6%
HOOD vs HON
+7.9%
+115.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.2% |
| 7D | -3.8% | +1.4% | -5.2% | -4.8% |
| 30D | -23.0% | +7.5% | -30.5% | -27.1% |
| 3M | -21.6% | -4.3% | -17.3% | -18.9% |
| 6M | +1.4% | -1.5% | +3.0% | +0.5% |
| YTD | -31.2% | +10.5% | -41.7% | -38.6% |
| 1Y | -35.9% | +8.5% | -44.5% | -42.0% |
| 3Y | +836.9% | +28.0% | +808.9% | +619.1% |
| 5Y | +121.1% | +12.0% | +109.1% | +67.2% |
| All | +123.6% | +7.9% | +115.7% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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