+107.3%
META vs HON
+19.6%
+87.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.7% |
| 7D | +6.7% | -3.6% | +10.3% | +8.0% |
| 30D | +4.8% | -15.3% | +20.0% | +10.8% |
| 3M | -1.6% | -7.9% | +6.3% | +0.2% |
| 6M | -7.5% | -18.1% | +10.6% | -0.9% |
| YTD | -6.4% | +3.8% | -10.2% | -10.1% |
| 1Y | -17.3% | +0.5% | -17.8% | -19.7% |
| All | +107.3% | +19.6% | +87.6% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling