+184.3%
HOOD vs HON
+4.3%
+180.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.3% | -3.3% |
| 7D | +13.4% | -0.8% | +14.2% | +14.2% |
| 30D | +25.8% | -15.2% | +40.9% | +44.1% |
| 3M | +38.0% | -6.0% | +44.0% | +41.5% |
| 6M | +52.2% | -14.9% | +67.1% | +72.0% |
| YTD | +3.7% | +3.2% | +0.6% | -2.8% |
| 1Y | +0.1% | 0.0% | 0.0% | -3.8% |
| 3Y | +992.6% | +21.5% | +971.1% | +753.2% |
| All | +184.3% | +4.3% | +180.0% | +153.3% |
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