-17.0%
TEAM vs HON
+18.6%
-35.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.2% |
| 7D | -4.7% | -0.6% | -4.1% | -4.5% |
| 30D | +17.0% | -15.4% | +32.4% | +22.8% |
| 3M | +85.9% | -9.1% | +95.0% | +89.9% |
| 6M | +116.7% | -17.1% | +133.7% | +129.7% |
| YTD | +9.6% | +1.5% | +8.1% | +2.1% |
| 1Y | -2.5% | -1.3% | -1.2% | -7.8% |
| All | -17.0% | +18.6% | -35.6% | -37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling