+2,259.5%
LITE vs HON
+136.4%
+2,123.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.3% |
| 7D | -1.5% | -3.6% | +2.1% | +1.0% |
| 30D | +6.7% | -15.3% | +21.9% | +19.8% |
| 3M | -6.8% | -7.9% | +1.1% | -2.0% |
| 6M | +29.4% | -18.1% | +47.5% | +48.2% |
| YTD | +139.1% | +3.8% | +135.3% | +131.0% |
| 1Y | +521.0% | +0.5% | +520.5% | +511.2% |
| 3Y | +1,535.3% | +19.8% | +1,515.5% | +1,311.8% |
| 5Y | +889.8% | +2.9% | +886.9% | +840.3% |
| All | +2,259.5% | +136.4% | +2,123.0% | +1,141.1% |
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