+374.8%
META vs HON
+136.4%
+238.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.5% |
| 7D | +6.7% | -3.6% | +10.3% | +8.8% |
| 30D | +4.8% | -15.3% | +20.0% | +14.2% |
| 3M | -1.6% | -7.9% | +6.3% | +1.4% |
| 6M | -7.5% | -18.1% | +10.6% | +1.5% |
| YTD | -6.4% | +3.8% | -10.2% | -10.7% |
| 1Y | -17.3% | +0.5% | -17.8% | -20.1% |
| 3Y | +109.9% | +19.8% | +90.2% | +78.9% |
| 5Y | +65.4% | +2.9% | +62.4% | +54.2% |
| All | +374.8% | +136.4% | +238.4% | +193.2% |
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