+17,561.1%
LLY vs HON
+5,695.7%
+11,865.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.8% | -1.1% |
| 7D | -2.1% | -3.6% | +1.4% | -1.2% |
| 30D | -1.6% | -15.3% | +13.7% | +2.6% |
| 3M | +2.3% | -7.9% | +10.2% | +4.0% |
| 6M | +14.9% | -18.1% | +32.9% | +20.4% |
| YTD | +7.5% | +3.8% | +3.6% | +5.5% |
| 1Y | +55.7% | +0.5% | +55.2% | +53.9% |
| 3Y | +110.6% | +19.8% | +90.8% | +97.3% |
| 5Y | +363.4% | +2.9% | +360.5% | +349.0% |
| 10Y | +1,649.0% | +134.6% | +1,514.3% | +1,237.2% |
| All | +17,561.1% | +5,695.7% | +11,865.4% | +6,269.1% |
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 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