+147.5%
HOOD vs HON
+12.7%
+134.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | -3.2% | -0.4% | -2.9% | -2.7% |
| 30D | -22.6% | +8.6% | -31.1% | -27.6% |
| 3M | -10.4% | -0.8% | -9.6% | -10.1% |
| 6M | +4.7% | -0.1% | +4.8% | +2.4% |
| YTD | -25.2% | +12.8% | -38.0% | -34.9% |
| 1Y | -35.9% | +10.4% | -46.3% | -43.1% |
| 3Y | +927.7% | +30.5% | +897.2% | +659.0% |
| 5Y | +147.5% | +15.0% | +132.5% | +82.2% |
| All | +147.5% | +12.7% | +134.8% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling