-11.2%
SHOP vs HON
+11.9%
-23.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -1.2% | +1.4% | -2.6% | -2.5% |
| 30D | -14.7% | +7.5% | -22.2% | -20.2% |
| 3M | -7.2% | -4.3% | -2.9% | -3.5% |
| 6M | +54.2% | -1.5% | +55.7% | +51.6% |
| YTD | -8.6% | +10.5% | -19.2% | -22.9% |
| 1Y | +0.5% | +8.5% | -8.0% | -13.6% |
| 3Y | +135.9% | +28.0% | +107.9% | +57.0% |
| All | -11.2% | +11.9% | -23.1% | -36.7% |
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