+76.5%
SPY vs HON
+18.6%
+57.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.1% |
| 7D | -0.4% | -0.6% | +0.2% | -0.2% |
| 30D | -1.4% | -15.4% | +14.0% | +4.1% |
| 3M | +3.7% | -9.1% | +12.8% | +6.2% |
| 6M | +13.0% | -17.1% | +30.1% | +19.5% |
| YTD | +12.4% | +1.5% | +10.9% | +9.2% |
| 1Y | +18.5% | -1.3% | +19.8% | +16.3% |
| All | +76.5% | +18.6% | +57.8% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling