+953.6%
IGV vs HON
+986.8%
-33.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.5% |
| 7D | -3.3% | -0.8% | -2.5% | -2.9% |
| 30D | 0.0% | -15.2% | +15.1% | +9.1% |
| 3M | +7.3% | -6.0% | +13.3% | +9.6% |
| 6M | +16.7% | -14.9% | +31.6% | +25.3% |
| YTD | -2.8% | +3.2% | -6.0% | -7.0% |
| 1Y | -6.7% | 0.0% | -6.7% | -9.5% |
| 3Y | +41.1% | +21.5% | +19.6% | +20.8% |
| 5Y | +22.0% | +4.0% | +18.0% | +13.8% |
| 10Y | +357.9% | +138.4% | +219.6% | +154.0% |
| All | +953.6% | +986.8% | -33.2% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling