+340.8%
HPE vs HON
+1.7%
+339.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.3% | -4.9% | -5.5% |
| 7D | +1.4% | -2.6% | +4.1% | +2.9% |
| 30D | +1.5% | -11.9% | +13.4% | +9.5% |
| 3M | +21.7% | -6.1% | +27.8% | +24.5% |
| 6M | +164.2% | -19.2% | +183.4% | +196.3% |
| YTD | +132.1% | +0.2% | +131.9% | +126.5% |
| 1Y | +130.6% | -1.5% | +132.1% | +126.4% |
| 3Y | +244.1% | +17.9% | +226.2% | +191.1% |
| 5Y | +340.8% | +1.9% | +338.9% | +292.3% |
| All | +340.8% | +1.7% | +339.2% | +292.3% |
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