+277.2%
TER vs HON
+22.0%
+255.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.8% |
| 7D | +11.0% | -0.8% | +11.8% | +11.7% |
| 30D | -1.9% | -15.2% | +13.3% | +12.1% |
| 3M | -0.7% | -6.0% | +5.3% | +2.7% |
| 6M | +36.4% | -14.9% | +51.3% | +53.7% |
| YTD | +92.4% | +3.2% | +89.3% | +82.6% |
| 1Y | +213.5% | 0.0% | +213.5% | +204.1% |
| 3Y | +277.2% | +21.5% | +255.8% | +202.1% |
| All | +277.2% | +22.0% | +255.3% | +202.1% |
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 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