+67.7%
V vs HON
+2.6%
+65.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.3% |
| 7D | -2.9% | -0.6% | -2.4% | -2.7% |
| 30D | +1.9% | -15.4% | +17.3% | +8.7% |
| 3M | +13.2% | -9.1% | +22.4% | +16.3% |
| 6M | +16.7% | -17.1% | +33.8% | +24.7% |
| YTD | +5.4% | +1.5% | +3.9% | +1.4% |
| 1Y | +7.7% | -1.3% | +9.0% | +4.8% |
| 3Y | +52.0% | +19.5% | +32.4% | +30.2% |
| 5Y | +67.7% | +3.1% | +64.7% | +54.0% |
| All | +67.7% | +2.6% | +65.1% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling