+1,622.6%
T vs HON
+6,078.4%
-4,455.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | +0.2% |
| 7D | +1.6% | +3.6% | -1.9% | +0.6% |
| 30D | -2.9% | +7.8% | -10.7% | -5.2% |
| 3M | -7.5% | -4.8% | -2.7% | -6.5% |
| 6M | -9.9% | -1.7% | -8.2% | -10.2% |
| YTD | -6.4% | +10.7% | -17.1% | -10.3% |
| 1Y | -9.4% | +7.8% | -17.2% | -12.5% |
| 3Y | +64.9% | +28.1% | +36.8% | +49.0% |
| 5Y | +57.0% | +12.2% | +44.8% | +46.5% |
| 10Y | +60.8% | +155.7% | -94.9% | +17.6% |
| All | +1,622.6% | +6,078.4% | -4,455.8% | +460.5% |
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 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