+228.2%
TER vs HON
+2.6%
+225.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +4.6% |
| 7D | +12.4% | -0.6% | +12.9% | +12.8% |
| 30D | +5.1% | -15.4% | +20.5% | +21.7% |
| 3M | +4.0% | -9.1% | +13.1% | +11.5% |
| 6M | +29.5% | -17.1% | +46.6% | +51.2% |
| YTD | +98.5% | +1.5% | +96.9% | +90.6% |
| 1Y | +234.1% | -1.3% | +235.4% | +227.5% |
| 3Y | +289.0% | +19.5% | +269.5% | +210.2% |
| 5Y | +228.2% | +3.1% | +225.1% | +191.9% |
| All | +228.2% | +2.6% | +225.6% | +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 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