+27.8%
INTC vs HON
+11.9%
+15.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | +6.0% | +1.4% | +4.6% | +5.0% |
| 30D | -39.2% | +7.5% | -46.7% | -42.0% |
| 3M | -42.9% | -4.3% | -38.6% | -40.9% |
| 6M | -50.4% | -1.5% | -48.9% | -50.5% |
| YTD | +61.7% | +10.5% | +51.1% | +46.3% |
| 1Y | +66.1% | +8.5% | +57.6% | +52.5% |
| 3Y | +58.1% | +28.0% | +30.1% | +24.8% |
| All | +27.8% | +11.9% | +15.9% | +6.8% |
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