+1,426.5%
LITE vs HON
+28.0%
+1,398.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -2.3% |
| 7D | +22.6% | +3.6% | +19.0% | +19.9% |
| 30D | -36.8% | +7.8% | -44.6% | -39.8% |
| 3M | -33.0% | -4.8% | -28.2% | -30.4% |
| 6M | -37.1% | -1.7% | -35.4% | -36.6% |
| YTD | +69.5% | +10.7% | +58.8% | +58.9% |
| 1Y | +146.1% | +7.8% | +138.3% | +135.2% |
| All | +1,426.5% | +28.0% | +1,398.5% | +1,085.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling