+91.3%
QQQ vs HON
+17.0%
+74.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.3% | -0.6% |
| 7D | -1.3% | -2.6% | +1.4% | -0.3% |
| 30D | -1.4% | -11.9% | +10.5% | +3.1% |
| 3M | +2.3% | -6.1% | +8.4% | +3.6% |
| 6M | +16.9% | -19.2% | +36.1% | +25.5% |
| YTD | +15.6% | +0.2% | +15.5% | +12.9% |
| 1Y | +22.6% | -1.5% | +24.1% | +20.2% |
| All | +91.3% | +17.0% | +74.2% | +64.7% |
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 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