+7.7%
V vs HON
+1.2%
+6.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.0% |
| 7D | -1.7% | -3.6% | +1.9% | -1.4% |
| 30D | +2.0% | -15.3% | +17.2% | +3.4% |
| 3M | +17.4% | -7.9% | +25.3% | +17.6% |
| 6M | +17.5% | -18.1% | +35.6% | +20.8% |
| YTD | +7.6% | +3.8% | +3.8% | +4.3% |
| 1Y | +7.7% | +0.5% | +7.2% | +7.7% |
| All | +7.7% | +1.2% | +6.6% | +7.7% |
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 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