+563.1%
HPE vs HON
+136.9%
+426.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.1% | +12.4% | +12.4% |
| 7D | +19.4% | -3.5% | +22.9% | +22.4% |
| 30D | +5.6% | -13.8% | +19.4% | +17.6% |
| 3M | +33.1% | -11.7% | +44.7% | +43.6% |
| 6M | +192.5% | -18.7% | +211.2% | +234.0% |
| YTD | +160.9% | +0.2% | +160.7% | +153.5% |
| 1Y | +155.0% | -3.1% | +158.0% | +152.5% |
| 3Y | +289.4% | +17.0% | +272.4% | +224.8% |
| 5Y | +395.7% | +2.0% | +393.6% | +355.3% |
| All | +563.1% | +136.9% | +426.2% | +244.7% |
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 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