+15.1%
TEAM vs HON
+12.4%
+2.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.1% |
| 7D | -13.7% | +4.2% | -17.9% | -12.7% |
| 30D | -3.4% | +6.7% | -10.1% | -1.7% |
| 3M | +72.1% | -7.9% | +80.0% | +66.9% |
| 6M | +103.8% | +4.8% | +99.0% | +119.0% |
| YTD | +17.1% | +13.2% | +3.9% | +26.3% |
| 1Y | +15.1% | +13.1% | +2.0% | +23.9% |
| All | +15.1% | +12.4% | +2.7% | +23.9% |
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