+18.8%
JPM vs HON
-1.5%
+20.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -0.7% | -3.5% | +2.8% | 0.0% |
| 30D | -2.5% | -13.8% | +11.3% | +0.5% |
| 3M | +14.1% | -11.7% | +25.8% | +16.6% |
| 6M | +25.1% | -18.7% | +43.8% | +29.7% |
| YTD | +12.1% | +0.2% | +11.9% | +12.2% |
| 1Y | +18.8% | -3.1% | +21.9% | +16.7% |
| All | +18.8% | -1.5% | +20.3% | +16.7% |
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