+49.6%
ON vs HON
+1.7%
+48.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | 0.0% |
| 7D | -4.7% | -2.6% | -2.1% | -2.6% |
| 30D | -13.5% | -11.9% | -1.6% | -3.8% |
| 3M | -36.3% | -6.1% | -30.2% | -33.9% |
| 6M | +17.8% | -19.2% | +37.0% | +38.5% |
| YTD | +29.6% | +0.2% | +29.4% | +23.2% |
| 1Y | +45.8% | -1.5% | +47.3% | +40.0% |
| 3Y | -28.3% | +17.9% | -46.3% | -45.6% |
| 5Y | +49.6% | +1.9% | +47.7% | +27.4% |
| All | +49.6% | +1.7% | +48.0% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling