+3,375.1%
PFE vs HON
+6,078.4%
-2,703.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.6% |
| 7D | -2.1% | +3.6% | -5.7% | -3.1% |
| 30D | +3.1% | +7.8% | -4.7% | +0.9% |
| 3M | +11.2% | -4.8% | +15.9% | +12.4% |
| 6M | +15.0% | -1.7% | +16.7% | +14.7% |
| YTD | +23.5% | +10.7% | +12.8% | +19.0% |
| 1Y | +18.9% | +7.8% | +11.1% | +15.4% |
| 3Y | +18.7% | +28.1% | -9.3% | +9.0% |
| 5Y | -24.0% | +12.2% | -36.2% | -28.3% |
| 10Y | +47.5% | +155.7% | -108.2% | +9.7% |
| All | +3,375.1% | +6,078.4% | -2,703.3% | +1,071.6% |
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