+14,183.4%
TER vs HON
+5,695.7%
+8,487.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +4.9% |
| 7D | +0.6% | -3.6% | +4.2% | +3.0% |
| 30D | -8.3% | -15.3% | +7.0% | +1.7% |
| 3M | -12.2% | -7.9% | -4.3% | -8.0% |
| 6M | +17.1% | -18.1% | +35.1% | +32.4% |
| YTD | +84.7% | +3.8% | +80.8% | +79.5% |
| 1Y | +199.9% | +0.5% | +199.4% | +196.7% |
| 3Y | +232.8% | +19.8% | +213.0% | +197.3% |
| 5Y | +198.6% | +2.9% | +195.7% | +196.5% |
| 10Y | +1,669.7% | +134.6% | +1,535.1% | +957.9% |
| All | +14,183.4% | +5,695.7% | +8,487.7% | +1,730.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling