+1,537.1%
SOXX vs HON
+136.9%
+1,400.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | -3.5% | +4.8% | +3.9% |
| 30D | -3.6% | -13.8% | +10.2% | +6.8% |
| 3M | -10.2% | -11.7% | +1.5% | -3.1% |
| 6M | +54.2% | -18.7% | +73.0% | +76.0% |
| YTD | +75.2% | +0.2% | +75.0% | +71.1% |
| 1Y | +107.5% | -3.1% | +110.6% | +106.5% |
| 3Y | +226.8% | +17.0% | +209.8% | +178.1% |
| 5Y | +251.2% | +2.0% | +249.2% | +229.6% |
| All | +1,537.1% | +136.9% | +1,400.2% | +849.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling