+8,434.7%
SHOP vs HON
+164.8%
+8,269.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.2% |
| 7D | -5.1% | -3.6% | -1.5% | -2.7% |
| 30D | +0.6% | -15.3% | +15.9% | +12.2% |
| 3M | +25.0% | -7.9% | +32.9% | +30.2% |
| 6M | +11.9% | -18.1% | +30.0% | +25.8% |
| YTD | -9.9% | +3.8% | -13.7% | -15.0% |
| 1Y | 0.0% | +0.5% | -0.5% | -3.9% |
| 3Y | +117.5% | +19.8% | +97.7% | +85.4% |
| 5Y | -6.6% | +2.9% | -9.6% | -11.2% |
| 10Y | +3,320.3% | +134.6% | +3,185.7% | +1,698.0% |
| All | +8,434.7% | +164.8% | +8,269.9% | +3,942.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling