+102.3%
INTC vs HON
+1.7%
+100.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.2% | -4.6% |
| 7D | +9.4% | -2.6% | +12.1% | +11.6% |
| 30D | +2.7% | -11.9% | +14.5% | +12.5% |
| 3M | -6.3% | -6.1% | -0.2% | -3.0% |
| 6M | +114.5% | -19.2% | +133.6% | +147.6% |
| YTD | +171.9% | +0.2% | +171.7% | +162.8% |
| 1Y | +305.0% | -1.5% | +306.5% | +294.1% |
| 3Y | +168.3% | +17.9% | +150.4% | +122.1% |
| 5Y | +102.3% | +1.9% | +100.4% | +91.2% |
| All | +102.3% | +1.7% | +100.6% | +91.2% |
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