+404.3%
META vs HON
+159.7%
+244.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.1% | -0.2% |
| 7D | -0.8% | +0.8% | -1.6% | -1.3% |
| 30D | -15.4% | +5.7% | -21.1% | -18.1% |
| 3M | +3.5% | -8.3% | +11.8% | +7.9% |
| 6M | -0.3% | -2.4% | +2.1% | -1.2% |
| YTD | -7.3% | +9.0% | -16.3% | -14.2% |
| 1Y | -1.1% | +9.2% | -10.3% | -8.7% |
| 3Y | +95.1% | +26.3% | +68.7% | +60.5% |
| 5Y | +80.6% | +9.1% | +71.4% | +62.5% |
| All | +404.3% | +159.7% | +244.6% | +205.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling