+63.3%
LIN vs HON
+8.3%
+55.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -2.0% |
| 7D | +0.2% | +0.8% | -0.6% | -0.3% |
| 30D | +6.5% | +5.7% | +0.7% | +3.7% |
| 3M | +5.5% | -8.3% | +13.8% | +9.2% |
| 6M | +3.3% | -2.4% | +5.8% | +2.8% |
| YTD | +22.0% | +9.0% | +13.0% | +13.6% |
| 1Y | +25.7% | +9.2% | +16.5% | +16.8% |
| 3Y | +36.2% | +26.3% | +9.9% | +11.4% |
| All | +63.3% | +8.3% | +55.0% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling