+89.2%
TER vs HON
+12.7%
+76.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.3% | +8.6% | +8.5% |
| 7D | +5.9% | -0.4% | +6.3% | +7.1% |
| 30D | -30.8% | +8.6% | -39.3% | -35.6% |
| 3M | -29.9% | -0.8% | -29.2% | -29.2% |
| 6M | -27.5% | -0.1% | -27.4% | -28.7% |
| YTD | +37.5% | +12.8% | +24.7% | +20.6% |
| 1Y | +50.3% | +10.4% | +39.8% | +34.4% |
| 3Y | +204.9% | +30.5% | +174.4% | +126.2% |
| 5Y | +89.2% | +15.0% | +74.2% | +47.9% |
| All | +89.2% | +12.7% | +76.5% | +47.9% |
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 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