+153.1%
JPM vs HON
+27.8%
+125.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +3.5% | +1.4% | +2.1% | +3.0% |
| 30D | +3.3% | +7.5% | -4.2% | +0.6% |
| 3M | -4.2% | -4.3% | +0.2% | -2.7% |
| 6M | +16.4% | -1.5% | +17.9% | +15.8% |
| YTD | +9.5% | +10.5% | -1.0% | +3.1% |
| 1Y | +14.0% | +8.5% | +5.5% | +8.1% |
| 3Y | +153.1% | +28.0% | +125.0% | +122.0% |
| All | +153.1% | +27.8% | +125.2% | +122.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling