+21,985.5%
LLY vs HON
+6,194.3%
+15,791.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +1.4% | -0.4% | +1.7% | +1.5% |
| 30D | +21.5% | +8.6% | +12.9% | +18.9% |
| 3M | +18.5% | -0.8% | +19.2% | +18.5% |
| 6M | +49.1% | -0.1% | +49.2% | +48.0% |
| YTD | +34.4% | +12.8% | +21.6% | +29.0% |
| 1Y | +46.3% | +10.4% | +35.9% | +41.2% |
| 3Y | +145.5% | +30.5% | +115.0% | +124.7% |
| 5Y | +472.7% | +15.0% | +457.7% | +438.5% |
| 10Y | +2,050.0% | +160.5% | +1,889.5% | +1,500.0% |
| All | +21,985.5% | +6,194.3% | +15,791.2% | +7,686.5% |
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 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