+207.2%
ON vs HON
+683.6%
-476.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +1.6% |
| 7D | +17.0% | +3.6% | +13.5% | +14.0% |
| 30D | -3.9% | +7.8% | -11.7% | -9.1% |
| 3M | -11.5% | -4.8% | -6.7% | -8.1% |
| 6M | -29.2% | -1.7% | -27.5% | -29.1% |
| YTD | +36.2% | +10.7% | +25.5% | +23.0% |
| 1Y | +49.6% | +7.8% | +41.9% | +38.0% |
| 3Y | +9.4% | +28.1% | -18.6% | -12.5% |
| 5Y | +25.8% | +12.2% | +13.7% | +13.3% |
| 10Y | +557.1% | +155.7% | +401.4% | +241.1% |
| All | +207.2% | +683.6% | -476.4% | -29.7% |
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 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