+32.8%
PM vs HON
+7.8%
+25.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | +0.5% | +1.4% | -0.9% | +0.4% |
| 30D | -3.2% | +7.5% | -10.7% | -3.5% |
| 3M | +6.2% | -4.3% | +10.6% | +6.9% |
| 6M | +7.7% | -1.5% | +9.2% | +7.1% |
| YTD | +27.3% | +10.5% | +16.7% | +23.8% |
| 1Y | +32.8% | +8.5% | +24.2% | +29.2% |
| All | +32.8% | +7.8% | +25.0% | +29.2% |
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