+361.0%
LIN vs HON
+136.4%
+224.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.5% |
| 7D | -2.1% | -3.6% | +1.5% | -0.2% |
| 30D | -2.4% | -15.3% | +12.8% | +6.6% |
| 3M | -5.6% | -7.9% | +2.3% | -2.4% |
| 6M | -3.4% | -18.1% | +14.7% | +6.1% |
| YTD | +13.1% | +3.8% | +9.3% | +7.6% |
| 1Y | +2.5% | +0.5% | +2.0% | -1.0% |
| 3Y | +27.6% | +19.8% | +7.8% | +7.7% |
| 5Y | +63.0% | +2.9% | +60.1% | +49.9% |
| All | +361.0% | +136.4% | +224.6% | +153.0% |
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 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