+61.9%
LIN vs HON
+3.2%
+58.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.4% |
| 7D | -2.1% | -3.6% | +1.5% | -0.5% |
| 30D | -2.4% | -15.3% | +12.8% | +4.8% |
| 3M | -5.6% | -7.9% | +2.3% | -3.0% |
| 6M | -3.4% | -18.1% | +14.7% | +4.7% |
| YTD | +13.1% | +3.8% | +9.3% | +7.8% |
| 1Y | +2.5% | +0.5% | +2.0% | -0.9% |
| 3Y | +27.6% | +19.8% | +7.8% | +7.3% |
| All | +61.9% | +3.2% | +58.7% | +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