+629.3%
ON vs HON
+136.9%
+492.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.1% | +8.4% | +8.4% |
| 7D | +2.4% | -3.5% | +5.8% | +5.9% |
| 30D | -8.6% | -13.8% | +5.1% | +5.3% |
| 3M | -34.3% | -11.7% | -22.7% | -27.1% |
| 6M | +28.5% | -18.7% | +47.3% | +52.9% |
| YTD | +40.6% | +0.2% | +40.4% | +34.1% |
| 1Y | +55.3% | -3.1% | +58.4% | +52.3% |
| 3Y | -22.2% | +17.0% | -39.2% | -39.2% |
| 5Y | +62.4% | +2.0% | +60.4% | +48.3% |
| All | +629.3% | +136.9% | +492.4% | +242.9% |
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