+558.6%
QQQ vs HON
+136.9%
+421.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -0.6% | -3.5% | +2.9% | +1.2% |
| 30D | -1.2% | -13.8% | +12.5% | +6.4% |
| 3M | -0.2% | -11.7% | +11.5% | +5.4% |
| 6M | +17.9% | -18.7% | +36.6% | +29.5% |
| YTD | +16.6% | +0.2% | +16.4% | +14.0% |
| 1Y | +23.0% | -3.1% | +26.0% | +21.8% |
| 3Y | +92.9% | +17.0% | +76.0% | +69.0% |
| 5Y | +95.6% | +2.0% | +93.6% | +83.3% |
| All | +558.6% | +136.9% | +421.6% | +311.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling