+143.5%
IWM vs HON
+154.5%
-11.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +1.4% | +1.4% | 0.0% | +0.5% |
| 30D | +2.3% | +7.5% | -5.2% | -2.4% |
| 3M | -8.3% | -4.3% | -4.0% | -5.9% |
| 6M | -1.3% | -1.5% | +0.2% | -2.1% |
| YTD | +13.5% | +10.5% | +3.0% | +3.5% |
| 1Y | +18.4% | +8.5% | +9.9% | +9.2% |
| 3Y | +69.6% | +28.0% | +41.6% | +36.2% |
| 5Y | +23.3% | +12.0% | +11.3% | +7.8% |
| All | +143.5% | +154.5% | -11.0% | +28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling