+802.8%
TEAM vs HON
+171.8%
+631.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -3.0% |
| 7D | -0.4% | -3.6% | +3.2% | +1.1% |
| 30D | +67.3% | -15.3% | +82.6% | +79.2% |
| 3M | +86.8% | -7.9% | +94.7% | +91.3% |
| 6M | +146.8% | -18.1% | +164.9% | +164.9% |
| YTD | +16.9% | +3.8% | +13.1% | +10.8% |
| 1Y | +12.8% | +0.5% | +12.3% | +8.4% |
| 3Y | -7.3% | +19.8% | -27.0% | -18.5% |
| 5Y | -50.7% | +2.9% | -53.6% | -54.2% |
| 10Y | +529.8% | +134.6% | +395.2% | +278.2% |
| All | +802.8% | +171.8% | +631.0% | +397.4% |
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