+25.4%
TMO vs HON
+12.4%
+13.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.6% |
| 7D | +0.3% | +4.2% | -3.9% | -0.9% |
| 30D | +4.3% | +6.7% | -2.3% | +2.3% |
| 3M | +25.1% | -7.9% | +33.0% | +28.4% |
| 6M | +52.9% | +4.8% | +48.1% | +50.0% |
| YTD | +22.2% | +13.2% | +9.0% | +16.5% |
| 1Y | +25.4% | +13.1% | +12.3% | +19.0% |
| All | +25.4% | +12.4% | +13.0% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling