+523.3%
ON vs HON
+154.5%
+368.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | +12.2% | +1.4% | +10.8% | +10.9% |
| 30D | -3.1% | +7.5% | -10.6% | -9.5% |
| 3M | -12.9% | -4.3% | -8.5% | -9.0% |
| 6M | -38.6% | -1.5% | -37.0% | -39.0% |
| YTD | +31.2% | +10.5% | +20.7% | +13.7% |
| 1Y | +47.6% | +8.5% | +39.1% | +30.2% |
| 3Y | +6.6% | +28.0% | -21.4% | -23.6% |
| 5Y | +21.3% | +12.0% | +9.2% | +1.0% |
| All | +523.3% | +154.5% | +368.8% | +118.8% |
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