+16.1%
JPM vs HON
+12.4%
+3.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.0% | +2.2% | +3.7% |
| 7D | +3.8% | +4.2% | -0.4% | +2.8% |
| 30D | +6.5% | +6.7% | -0.2% | +4.9% |
| 3M | -1.0% | -7.9% | +6.9% | +1.1% |
| 6M | +15.5% | +4.8% | +10.7% | +12.1% |
| YTD | +11.4% | +13.2% | -1.8% | +2.6% |
| 1Y | +16.1% | +13.1% | +3.0% | +6.2% |
| All | +16.1% | +12.4% | +3.7% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling