+1,872.1%
T vs HON
+5,695.7%
-3,823.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.2% |
| 7D | -1.3% | -3.6% | +2.3% | -0.2% |
| 30D | +11.4% | -15.3% | +26.6% | +16.6% |
| 3M | +14.3% | -7.9% | +22.2% | +16.3% |
| 6M | -9.3% | -18.1% | +8.8% | -4.7% |
| YTD | +7.1% | +3.8% | +3.3% | +4.8% |
| 1Y | -9.1% | +0.5% | -9.6% | -10.4% |
| 3Y | +105.3% | +19.8% | +85.6% | +89.7% |
| 5Y | +66.8% | +2.9% | +63.9% | +60.0% |
| 10Y | +66.8% | +134.6% | -67.8% | +25.2% |
| All | +1,872.1% | +5,695.7% | -3,823.6% | +555.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling