+2,941.1%
SHOP vs HON
+136.7%
+2,804.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.8% |
| 7D | -13.2% | -2.6% | -10.6% | -11.6% |
| 30D | -17.0% | -11.9% | -5.2% | -9.8% |
| 3M | +17.0% | -6.1% | +23.1% | +20.2% |
| 6M | -2.1% | -19.2% | +17.1% | +11.1% |
| YTD | -21.4% | +0.2% | -21.5% | -24.0% |
| 1Y | -11.0% | -1.5% | -9.5% | -13.2% |
| 3Y | +100.9% | +17.9% | +83.0% | +73.6% |
| 5Y | -14.7% | +1.9% | -16.6% | -18.3% |
| All | +2,941.1% | +136.7% | +2,804.3% | +1,804.3% |
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 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