+11.9%
U vs HON
+18.6%
-6.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.3% |
| 7D | +4.4% | -0.6% | +4.9% | +4.6% |
| 30D | -1.3% | -15.4% | +14.1% | +7.2% |
| 3M | +49.6% | -9.1% | +58.7% | +54.4% |
| 6M | +100.2% | -17.1% | +117.2% | +118.4% |
| YTD | -3.7% | +1.5% | -5.2% | -10.1% |
| 1Y | -6.5% | -1.3% | -5.2% | -11.2% |
| All | +11.9% | +18.6% | -6.8% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling