+199.8%
TER vs HON
+1.2%
+198.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.5% | +4.8% |
| 7D | +0.6% | -3.6% | +4.2% | +3.0% |
| 30D | -8.3% | -15.3% | +7.0% | +1.7% |
| 3M | -12.2% | -7.9% | -4.4% | -8.8% |
| 6M | +17.0% | -18.1% | +35.1% | +28.7% |
| YTD | +84.6% | +3.8% | +80.8% | +83.0% |
| 1Y | +199.8% | +0.5% | +199.3% | +191.9% |
| All | +199.8% | +1.2% | +198.7% | +191.9% |
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