+1,564.8%
QQQ vs HON
+780.3%
+784.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.5% |
| 7D | +1.0% | -0.6% | +1.6% | +1.3% |
| 30D | -0.6% | -15.4% | +14.8% | +7.3% |
| 3M | +1.3% | -9.1% | +10.4% | +5.1% |
| 6M | +18.1% | -17.1% | +35.2% | +27.6% |
| YTD | +16.9% | +1.5% | +15.4% | +14.2% |
| 1Y | +24.0% | -1.3% | +25.3% | +22.3% |
| 3Y | +95.6% | +19.5% | +76.1% | +74.0% |
| 5Y | +94.5% | +3.1% | +91.4% | +85.5% |
| 10Y | +571.7% | +138.4% | +433.3% | +318.7% |
| All | +1,564.8% | +780.3% | +784.5% | +391.1% |
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