-1.6%
PFE vs HON
+22.0%
-23.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.1% |
| 7D | -2.7% | -0.8% | -1.8% | -2.5% |
| 30D | +3.8% | -15.2% | +19.0% | +8.5% |
| 3M | +10.4% | -6.0% | +16.3% | +11.3% |
| 6M | +6.3% | -14.9% | +21.2% | +10.4% |
| YTD | +17.4% | +3.2% | +14.2% | +14.2% |
| 1Y | +21.1% | 0.0% | +21.1% | +19.0% |
| 3Y | -1.6% | +21.5% | -23.1% | -9.4% |
| All | -1.6% | +22.0% | -23.5% | -9.4% |
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 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