+250.7%
HOOD vs HON
+1.3%
+249.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.0% | -2.9% |
| 7D | +17.1% | -3.6% | +20.7% | +20.6% |
| 30D | +31.6% | -15.3% | +46.9% | +50.0% |
| 3M | +38.2% | -7.9% | +46.1% | +44.5% |
| 6M | +48.5% | -18.1% | +66.6% | +72.8% |
| YTD | +8.0% | +3.8% | +4.1% | +1.2% |
| 1Y | +18.7% | +0.5% | +18.2% | +14.2% |
| 3Y | +999.1% | +19.8% | +979.3% | +791.5% |
| 5Y | +181.7% | +2.9% | +178.8% | +88.3% |
| All | +250.7% | +1.3% | +249.4% | +115.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling