+1,851.9%
TER vs HON
+136.9%
+1,715.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | +6.4% | -3.5% | +9.8% | +9.4% |
| 30D | -5.7% | -13.8% | +8.1% | +6.6% |
| 3M | -0.4% | -11.7% | +11.3% | +8.8% |
| 6M | +25.8% | -18.7% | +44.6% | +47.8% |
| YTD | +96.4% | +0.2% | +96.2% | +93.2% |
| 1Y | +229.2% | -3.1% | +232.3% | +231.6% |
| 3Y | +288.1% | +17.0% | +271.1% | +234.3% |
| 5Y | +219.9% | +2.0% | +217.9% | +208.9% |
| All | +1,851.9% | +136.9% | +1,715.0% | +987.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling