+92.8%
META vs HON
+30.4%
+62.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -15.4% | +8.6% | -24.0% | -17.5% |
| 3M | +5.0% | -0.8% | +5.8% | +5.3% |
| 6M | +5.2% | -0.1% | +5.3% | +3.8% |
| YTD | -4.5% | +12.8% | -17.3% | -10.4% |
| 1Y | +0.6% | +10.4% | -9.8% | -4.9% |
| All | +92.8% | +30.4% | +62.4% | +75.0% |
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