-20.8%
TLT vs HON
+136.7%
-157.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -1.3% |
| 7D | -1.6% | -2.6% | +1.1% | -1.8% |
| 30D | -1.3% | -11.9% | +10.5% | -2.2% |
| 3M | -3.7% | -6.1% | +2.4% | -4.0% |
| 6M | -6.4% | -19.2% | +12.8% | -7.8% |
| YTD | -4.5% | +0.2% | -4.6% | -4.1% |
| 1Y | -5.9% | -1.5% | -4.4% | -5.5% |
| 3Y | -2.8% | +17.9% | -20.7% | -0.1% |
| 5Y | -35.1% | +1.9% | -37.0% | -34.4% |
| All | -20.8% | +136.7% | -157.5% | -6.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling