-8.4%
T vs HON
-2.5%
-5.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.6% |
| 7D | -2.4% | -2.6% | +0.2% | -2.4% |
| 30D | +4.3% | -11.9% | +16.2% | +4.6% |
| 3M | +11.6% | -6.1% | +17.6% | +11.5% |
| 6M | -5.6% | -19.2% | +13.6% | -4.7% |
| YTD | +6.6% | +0.2% | +6.4% | +7.5% |
| 1Y | -8.4% | -1.5% | -6.9% | -7.5% |
| All | -8.4% | -2.5% | -5.8% | -7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling