+17.8%
PFE vs HON
+33.3%
-15.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.1% | -4.6% | -1.6% |
| 7D | -4.7% | +2.3% | -7.0% | -5.3% |
| 30D | +3.4% | +10.2% | -6.9% | +0.7% |
| 3M | +9.2% | -6.7% | +15.9% | +11.2% |
| 6M | +15.8% | +3.3% | +12.5% | +13.6% |
| YTD | +23.4% | +13.4% | +10.0% | +17.0% |
| 1Y | +25.8% | +14.7% | +11.1% | +18.8% |
| 3Y | +17.8% | +33.4% | -15.6% | +10.1% |
| All | +17.8% | +33.3% | -15.4% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling