+107.7%
SHOP vs HON
+20.6%
+87.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.7% | -6.9% | -7.2% |
| 7D | -4.1% | -0.8% | -3.3% | -3.6% |
| 30D | -11.5% | -15.2% | +3.6% | -1.7% |
| 3M | +21.1% | -6.0% | +27.0% | +23.5% |
| 6M | +3.0% | -14.9% | +17.9% | +13.1% |
| YTD | -16.7% | +3.2% | -19.8% | -23.4% |
| 1Y | -8.3% | 0.0% | -8.3% | -13.7% |
| All | +107.7% | +20.6% | +87.2% | +51.6% |
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 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