+125.1%
TLT vs HON
+1,148.4%
-1,023.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -3.1% | +1.4% | -4.5% | -2.9% |
| 30D | +1.0% | +7.5% | -6.4% | +2.1% |
| 3M | -2.7% | -4.3% | +1.6% | -3.3% |
| 6M | -4.1% | -1.5% | -2.6% | -4.1% |
| YTD | -5.4% | +10.5% | -15.9% | -3.6% |
| 1Y | -7.0% | +8.5% | -15.6% | -5.6% |
| 3Y | +2.8% | +28.0% | -25.2% | +7.7% |
| 5Y | -35.4% | +12.0% | -47.4% | -33.4% |
| 10Y | -13.1% | +155.4% | -168.5% | +6.3% |
| All | +125.1% | +1,148.4% | -1,023.3% | +273.2% |
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