+225.5%
HOOD vs HON
-2.3%
+227.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.3% | -0.6% |
| 7D | -9.1% | -2.6% | -6.5% | -7.1% |
| 30D | +20.1% | -11.9% | +32.0% | +32.7% |
| 3M | +31.2% | -6.1% | +37.3% | +34.9% |
| 6M | +44.3% | -19.2% | +63.5% | +69.6% |
| YTD | +0.2% | +0.2% | +0.1% | -3.3% |
| 1Y | -3.5% | -1.5% | -2.0% | -5.8% |
| 3Y | +955.2% | +17.9% | +937.3% | +765.6% |
| 5Y | +175.3% | +1.9% | +173.3% | +112.1% |
| All | +225.5% | -2.3% | +227.8% | +106.2% |
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