+10,451.6%
TER vs HON
+6,078.4%
+4,373.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.1% | +0.4% |
| 7D | +24.0% | +3.6% | +20.4% | +21.5% |
| 30D | -30.6% | +7.8% | -38.4% | -33.8% |
| 3M | -34.5% | -4.8% | -29.7% | -32.2% |
| 6M | -26.4% | -1.7% | -24.7% | -26.0% |
| YTD | +36.4% | +10.7% | +25.7% | +27.6% |
| 1Y | +47.4% | +7.8% | +39.6% | +40.3% |
| 3Y | +202.6% | +28.1% | +174.5% | +159.8% |
| 5Y | +83.9% | +12.2% | +71.7% | +73.4% |
| 10Y | +1,068.0% | +155.7% | +912.3% | +565.2% |
| All | +10,451.6% | +6,078.4% | +4,373.2% | +1,201.4% |
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