+17.5%
V vs HON
-17.6%
+35.1%
-7.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.0% |
| 7D | -1.7% | -3.6% | +1.9% | -1.6% |
| 30D | +2.0% | -15.3% | +17.2% | +2.5% |
| 3M | +17.4% | -7.9% | +25.3% | +17.2% |
| 6M | +17.5% | -18.1% | +35.6% | +20.4% |
| All | +17.5% | -17.6% | +35.1% | +20.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling