+776.1%
IVV vs HON
+629.3%
+146.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.8% |
| 7D | +0.1% | -3.6% | +3.7% | +1.8% |
| 30D | +0.1% | -15.3% | +15.3% | +7.6% |
| 3M | +2.0% | -7.9% | +9.9% | +4.9% |
| 6M | +13.0% | -18.1% | +31.1% | +22.2% |
| YTD | +13.6% | +3.8% | +9.8% | +9.9% |
| 1Y | +20.1% | +0.5% | +19.6% | +17.5% |
| 3Y | +77.6% | +19.8% | +57.8% | +58.5% |
| 5Y | +82.5% | +2.9% | +79.6% | +73.6% |
| 10Y | +316.5% | +134.6% | +181.9% | +170.5% |
| All | +776.1% | +629.3% | +146.9% | +195.7% |
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