+65.9%
LIN vs HON
+12.4%
+53.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.1% | 0.0% |
| 7D | +0.2% | +3.6% | -3.3% | -1.3% |
| 30D | +6.2% | +7.8% | -1.6% | +2.5% |
| 3M | +9.3% | -4.8% | +14.1% | +11.4% |
| 6M | +4.4% | -1.7% | +6.0% | +3.5% |
| YTD | +23.7% | +10.7% | +13.1% | +14.3% |
| 1Y | +23.5% | +7.8% | +15.7% | +15.7% |
| 3Y | +35.8% | +28.1% | +7.7% | +10.4% |
| 5Y | +65.9% | +12.2% | +53.7% | +41.2% |
| All | +65.9% | +12.4% | +53.5% | +41.2% |
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