+9.5%
V vs HON
-2.5%
+12.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | -3.0% | -2.6% | -0.4% | -2.8% |
| 30D | +1.2% | -11.9% | +13.1% | +2.2% |
| 3M | +13.9% | -6.1% | +20.0% | +13.5% |
| 6M | +17.2% | -19.2% | +36.4% | +20.2% |
| YTD | +5.3% | +0.2% | +5.2% | +2.6% |
| 1Y | +9.5% | -1.5% | +11.0% | +8.0% |
| All | +9.5% | -2.5% | +12.0% | +8.0% |
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