-5.3%
PG vs HON
+1.2%
-6.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +1.9% | -3.6% | +5.4% | +2.4% |
| 30D | -0.2% | -15.3% | +15.0% | +2.3% |
| 3M | +4.8% | -7.9% | +12.7% | +5.6% |
| 6M | -6.1% | -18.1% | +12.0% | -2.5% |
| YTD | +4.5% | +3.8% | +0.6% | +2.9% |
| 1Y | -5.3% | +0.5% | -5.8% | -5.3% |
| All | -5.3% | +1.2% | -6.5% | -5.3% |
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