+55.3%
ON vs HON
-1.5%
+56.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.1% | +8.4% | +8.5% |
| 7D | +2.4% | -3.5% | +5.8% | +3.8% |
| 30D | -8.6% | -13.8% | +5.1% | -3.2% |
| 3M | -34.3% | -11.7% | -22.7% | -31.1% |
| 6M | +28.5% | -18.7% | +47.3% | +38.1% |
| YTD | +40.6% | +0.2% | +40.4% | +38.4% |
| 1Y | +55.3% | -3.1% | +58.4% | +52.7% |
| All | +55.3% | -1.5% | +56.8% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling