+992.6%
HOOD vs HON
+22.0%
+970.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.3% | -3.4% |
| 7D | +13.4% | -0.8% | +14.2% | +14.1% |
| 30D | +25.8% | -15.2% | +40.9% | +42.2% |
| 3M | +38.0% | -6.0% | +44.0% | +40.8% |
| 6M | +52.2% | -14.9% | +67.1% | +70.4% |
| YTD | +3.7% | +3.2% | +0.6% | -2.6% |
| 1Y | +0.1% | 0.0% | 0.0% | -3.7% |
| 3Y | +992.6% | +21.5% | +971.1% | +754.8% |
| All | +992.6% | +22.0% | +970.6% | +754.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling