+19.5%
PFE vs HON
+7.5%
+12.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.7% | +0.3% |
| 7D | -1.7% | +1.1% | -2.8% | -1.9% |
| 30D | +0.3% | +7.2% | -6.8% | -0.6% |
| 3M | +9.4% | -4.6% | +14.0% | +10.3% |
| 6M | +14.9% | -1.9% | +16.7% | +14.1% |
| YTD | +23.8% | +10.2% | +13.6% | +19.1% |
| 1Y | +19.5% | +8.2% | +11.3% | +15.3% |
| All | +19.5% | +7.5% | +12.1% | +15.3% |
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