+209.9%
ON vs HON
+635.0%
-425.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.3% |
| 7D | +2.4% | -3.6% | +6.0% | +5.3% |
| 30D | -3.3% | -15.3% | +12.0% | +9.5% |
| 3M | -43.6% | -7.9% | -35.7% | -40.4% |
| 6M | +19.0% | -18.1% | +37.0% | +36.2% |
| YTD | +37.4% | +3.8% | +33.5% | +30.2% |
| 1Y | +54.8% | +0.5% | +54.3% | +49.9% |
| 3Y | -25.2% | +19.8% | -44.9% | -37.2% |
| 5Y | +62.7% | +2.9% | +59.8% | +56.3% |
| 10Y | +574.3% | +134.6% | +439.7% | +271.7% |
| All | +209.9% | +635.0% | -425.1% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling