+52.5%
V vs HON
+22.0%
+30.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -1.5% |
| 7D | -1.1% | -0.8% | -0.3% | -0.9% |
| 30D | +1.9% | -15.2% | +17.1% | +6.6% |
| 3M | +15.5% | -6.0% | +21.5% | +16.4% |
| 6M | +16.6% | -14.9% | +31.5% | +21.5% |
| YTD | +5.7% | +3.2% | +2.6% | +1.6% |
| 1Y | +8.6% | 0.0% | +8.5% | +5.5% |
| 3Y | +52.5% | +21.5% | +31.0% | +35.8% |
| All | +52.5% | +22.0% | +30.6% | +35.8% |
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