+62.5%
T vs HON
+154.5%
-92.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +2.5% | +1.4% | +1.1% | +2.0% |
| 30D | -3.8% | +7.5% | -11.3% | -6.6% |
| 3M | -8.7% | -4.3% | -4.4% | -7.5% |
| 6M | -8.1% | -1.5% | -6.6% | -8.7% |
| YTD | -6.4% | +10.5% | -17.0% | -12.1% |
| 1Y | -9.8% | +8.5% | -18.3% | -14.7% |
| 3Y | +65.5% | +28.0% | +37.4% | +40.7% |
| 5Y | +57.0% | +12.0% | +44.9% | +40.5% |
| All | +62.5% | +154.5% | -92.0% | -1.0% |
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