+26.4%
HPQ vs HON
+17.0%
+9.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.6% |
| 7D | +3.5% | -2.6% | +6.1% | +4.7% |
| 30D | +13.7% | -11.9% | +25.6% | +20.1% |
| 3M | +33.9% | -6.1% | +39.9% | +35.7% |
| 6M | +80.9% | -19.2% | +100.1% | +98.3% |
| YTD | +52.6% | +0.2% | +52.4% | +46.5% |
| 1Y | +21.2% | -1.5% | +22.7% | +17.3% |
| All | +26.4% | +17.0% | +9.4% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling