+555.0%
LITE vs HON
0.0%
+555.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.4% |
| 7D | +12.6% | -0.8% | +13.4% | +13.1% |
| 30D | +9.9% | -15.2% | +25.1% | +19.9% |
| 3M | +9.3% | -6.0% | +15.3% | +12.8% |
| 6M | +75.2% | -14.9% | +90.1% | +92.4% |
| YTD | +165.5% | +3.2% | +162.3% | +196.2% |
| 1Y | +555.0% | 0.0% | +555.0% | +601.5% |
| All | +555.0% | 0.0% | +555.0% | +601.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling