+25.9%
IWM vs HON
+12.7%
+13.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | -0.3% | -0.4% | 0.0% | -0.1% |
| 30D | +1.9% | +8.6% | -6.7% | -2.8% |
| 3M | -5.7% | -0.8% | -4.9% | -5.5% |
| 6M | -0.3% | -0.1% | -0.2% | -1.7% |
| YTD | +15.8% | +12.8% | +3.0% | +5.0% |
| 1Y | +17.1% | +10.4% | +6.7% | +7.5% |
| 3Y | +73.1% | +30.5% | +42.6% | +37.3% |
| 5Y | +25.9% | +15.0% | +10.9% | +5.3% |
| All | +25.9% | +12.7% | +13.2% | +5.3% |
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