+444.1%
META vs HON
+161.5%
+282.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +3.3% | +1.9% | +1.4% | +2.3% |
| 30D | -10.8% | +9.9% | -20.6% | -15.3% |
| 3M | +7.9% | -5.8% | +13.7% | +10.9% |
| 6M | +5.4% | +3.0% | +2.4% | +1.4% |
| YTD | -2.6% | +13.1% | -15.6% | -11.6% |
| 1Y | +1.9% | +13.2% | -11.3% | -7.7% |
| 3Y | +97.0% | +30.8% | +66.2% | +59.1% |
| 5Y | +97.6% | +13.0% | +84.6% | +74.6% |
| All | +444.1% | +161.5% | +282.6% | +212.8% |
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