+144.3%
IWM vs HON
+154.9%
-10.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.5% |
| 7D | +2.8% | +3.6% | -0.8% | +0.5% |
| 30D | +0.6% | +7.8% | -7.2% | -4.2% |
| 3M | -7.8% | -4.8% | -3.0% | -5.1% |
| 6M | -1.0% | -1.7% | +0.7% | -1.6% |
| YTD | +13.9% | +10.7% | +3.2% | +3.7% |
| 1Y | +15.4% | +7.8% | +7.7% | +7.0% |
| 3Y | +70.2% | +28.1% | +42.2% | +36.7% |
| 5Y | +23.7% | +12.2% | +11.5% | +8.0% |
| All | +144.3% | +154.9% | -10.5% | +28.9% |
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