+425.7%
META vs HON
+167.2%
+258.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.1% | +1.0% | +2.9% |
| 7D | +5.7% | +2.3% | +3.4% | +4.4% |
| 30D | -10.8% | +10.2% | -21.0% | -15.5% |
| 3M | +8.4% | -6.7% | +15.1% | +12.0% |
| 6M | +5.4% | +3.3% | +2.1% | +1.2% |
| YTD | -2.6% | +13.4% | -16.0% | -11.7% |
| 1Y | +3.5% | +14.7% | -11.2% | -6.9% |
| 3Y | +102.0% | +33.4% | +68.6% | +61.2% |
| 5Y | +93.1% | +12.7% | +80.3% | +70.8% |
| 10Y | +425.7% | +164.1% | +261.5% | +203.4% |
| All | +425.7% | +167.2% | +258.4% | +203.4% |
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