+92.7%
LLY vs HON
+18.6%
+74.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -3.1% | -0.6% | -2.5% | -3.0% |
| 30D | -8.6% | -15.4% | +6.8% | -4.7% |
| 3M | -1.6% | -9.1% | +7.5% | -0.1% |
| 6M | +11.8% | -17.1% | +28.9% | +16.6% |
| YTD | +5.1% | +1.5% | +3.6% | +3.1% |
| 1Y | +50.7% | -1.3% | +52.0% | +48.9% |
| All | +92.7% | +18.6% | +74.1% | +79.7% |
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