+66.9%
T vs HON
+136.7%
-69.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | -2.4% | -2.6% | +0.2% | -1.5% |
| 30D | +4.3% | -11.9% | +16.2% | +9.3% |
| 3M | +11.6% | -6.1% | +17.6% | +13.2% |
| 6M | -5.6% | -19.2% | +13.6% | +1.4% |
| YTD | +6.6% | +0.2% | +6.4% | +4.3% |
| 1Y | -8.4% | -1.5% | -6.9% | -10.1% |
| 3Y | +107.8% | +17.9% | +89.9% | +82.9% |
| 5Y | +68.3% | +1.9% | +66.4% | +56.7% |
| All | +66.9% | +136.7% | -69.8% | +9.7% |
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 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