-52.7%
TEAM vs HON
+1.7%
-54.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.7% |
| 7D | -7.8% | -2.6% | -5.1% | -6.5% |
| 30D | +16.5% | -11.9% | +28.4% | +24.4% |
| 3M | +96.2% | -6.1% | +102.2% | +99.0% |
| 6M | +130.2% | -19.2% | +149.4% | +155.4% |
| YTD | +10.7% | +0.2% | +10.6% | +2.7% |
| 1Y | +3.0% | -1.5% | +4.5% | -3.7% |
| 3Y | -13.1% | +17.9% | -31.0% | -33.0% |
| 5Y | -52.7% | +1.9% | -54.7% | -63.1% |
| All | -52.7% | +1.7% | -54.4% | -63.1% |
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