-15.7%
SHOP vs HON
+2.6%
-18.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.6% | -3.9% | -4.0% |
| 7D | -10.6% | -0.6% | -10.1% | -10.1% |
| 30D | -18.3% | -15.4% | -2.9% | -4.9% |
| 3M | +14.8% | -9.1% | +24.0% | +22.2% |
| 6M | -5.0% | -17.1% | +12.0% | +10.1% |
| YTD | -21.2% | +1.5% | -22.7% | -28.0% |
| 1Y | -11.6% | -1.3% | -10.3% | -17.3% |
| 3Y | +101.2% | +19.5% | +81.7% | +42.0% |
| 5Y | -15.7% | +3.1% | -18.8% | -29.3% |
| All | -15.7% | +2.6% | -18.3% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling