+590.9%
JPM vs HON
+136.9%
+453.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -0.7% | -3.5% | +2.8% | +1.8% |
| 30D | -2.5% | -13.8% | +11.3% | +7.9% |
| 3M | +14.1% | -11.7% | +25.8% | +22.8% |
| 6M | +25.1% | -18.7% | +43.8% | +41.6% |
| YTD | +12.1% | +0.2% | +11.9% | +8.2% |
| 1Y | +18.8% | -3.1% | +21.9% | +16.6% |
| 3Y | +163.4% | +17.0% | +146.4% | +116.2% |
| 5Y | +156.5% | +2.0% | +154.5% | +131.3% |
| All | +590.9% | +136.9% | +453.9% | +265.8% |
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