-35.7%
U vs HON
+36.2%
-71.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.4% |
| 7D | +5.5% | -3.5% | +9.0% | +8.1% |
| 30D | -1.3% | -13.8% | +12.5% | +9.3% |
| 3M | +64.6% | -11.7% | +76.3% | +76.2% |
| 6M | +119.4% | -18.7% | +138.1% | +148.7% |
| YTD | -0.5% | +0.2% | -0.7% | -6.2% |
| 1Y | +1.3% | -3.1% | +4.3% | -2.5% |
| 3Y | +15.6% | +17.0% | -1.4% | -7.8% |
| 5Y | -67.5% | +2.0% | -69.5% | -72.7% |
| All | -35.7% | +36.2% | -71.9% | -47.5% |
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