+11,385.0%
LIN vs HON
+3,215.0%
+8,170.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.0% |
| 6M | +3.3% | -2.4% | +5.8% | +3.1% |
| YTD | +22.0% | +9.0% | +13.0% | +15.4% |
| 1Y | +25.7% | +9.2% | +16.5% | +18.7% |
| 3Y | +36.2% | +26.3% | +9.9% | +18.9% |
| 5Y | +66.1% | +9.1% | +56.9% | +54.2% |
| 10Y | +431.0% | +163.4% | +267.5% | +236.4% |
| All | +11,385.0% | +3,215.0% | +8,170.0% | +2,815.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling