+3,781.0%
SHOP vs HON
+154.5%
+3,626.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -1.2% | +1.4% | -2.6% | -2.2% |
| 30D | -14.7% | +7.5% | -22.2% | -18.8% |
| 3M | -7.2% | -4.3% | -2.9% | -4.4% |
| 6M | +54.2% | -1.5% | +55.7% | +53.2% |
| YTD | -8.6% | +10.5% | -19.2% | -17.5% |
| 1Y | +0.5% | +8.5% | -8.0% | -8.1% |
| 3Y | +135.9% | +28.0% | +107.9% | +91.6% |
| 5Y | -11.9% | +12.0% | -23.9% | -21.1% |
| All | +3,781.0% | +154.5% | +3,626.5% | +2,114.6% |
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