+2.9%
HYG vs HON
-1.5%
+4.4%
-2.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.7% | -3.5% | +2.8% | -0.5% |
| 30D | -0.7% | -13.8% | +13.0% | 0.0% |
| 3M | -0.2% | -11.7% | +11.5% | +0.3% |
| 6M | +1.4% | -18.7% | +20.2% | +2.3% |
| YTD | +1.5% | +0.2% | +1.2% | +1.4% |
| 1Y | +2.9% | -3.1% | +5.9% | +3.0% |
| All | +2.9% | -1.5% | +4.4% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling