+172.7%
SLV vs HON
+2.6%
+170.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.8% |
| 7D | +2.8% | -0.6% | +3.3% | +3.0% |
| 30D | +2.2% | -15.4% | +17.6% | +7.9% |
| 3M | +2.9% | -9.1% | +12.0% | +5.6% |
| 6M | -22.4% | -17.1% | -5.4% | -18.0% |
| YTD | -5.7% | +1.5% | -7.3% | -5.4% |
| 1Y | +63.3% | -1.3% | +64.6% | +64.8% |
| 3Y | +189.0% | +19.5% | +169.5% | +171.7% |
| 5Y | +172.7% | +3.1% | +169.6% | +159.2% |
| All | +172.7% | +2.6% | +170.0% | +159.2% |
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