+51.0%
HPQ vs HON
+1.1%
+49.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.1% | +8.3% | +8.4% |
| 7D | +9.8% | -3.5% | +13.2% | +11.9% |
| 30D | +22.4% | -13.8% | +36.1% | +33.1% |
| 3M | +45.2% | -11.7% | +56.8% | +54.1% |
| 6M | +96.4% | -18.7% | +115.2% | +118.7% |
| YTD | +65.4% | +0.2% | +65.2% | +58.6% |
| 1Y | +31.6% | -3.1% | +34.6% | +28.8% |
| 3Y | +37.0% | +17.0% | +20.1% | +13.8% |
| All | +51.0% | +1.1% | +49.8% | +34.1% |
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