+2,926.4%
V vs HON
+493.1%
+2,433.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.5% |
| 7D | -1.7% | -3.6% | +1.9% | +0.4% |
| 30D | +2.0% | -15.3% | +17.2% | +11.8% |
| 3M | +17.4% | -7.9% | +25.3% | +21.2% |
| 6M | +17.5% | -18.1% | +35.6% | +29.3% |
| YTD | +7.6% | +3.8% | +3.8% | +2.1% |
| 1Y | +7.7% | +0.5% | +7.2% | +3.8% |
| 3Y | +54.7% | +19.8% | +34.9% | +31.0% |
| 5Y | +73.0% | +2.9% | +70.1% | +59.0% |
| 10Y | +390.9% | +134.6% | +256.2% | +165.1% |
| All | +2,926.4% | +493.1% | +2,433.3% | +807.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling