+57.0%
T vs HON
+12.4%
+44.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | 0.0% |
| 7D | +1.6% | +3.6% | -1.9% | +0.9% |
| 30D | -2.9% | +7.8% | -10.7% | -4.5% |
| 3M | -7.5% | -4.8% | -2.7% | -6.7% |
| 6M | -9.9% | -1.7% | -8.2% | -10.0% |
| YTD | -6.4% | +10.7% | -17.1% | -9.8% |
| 1Y | -9.4% | +7.8% | -17.2% | -12.1% |
| 3Y | +64.9% | +28.1% | +36.8% | +47.6% |
| 5Y | +57.0% | +12.2% | +44.8% | +48.8% |
| All | +57.0% | +12.4% | +44.6% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling