+3,319.5%
V vs HON
+545.8%
+2,773.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +0.8% | +1.9% | -1.1% | -0.4% |
| 30D | +9.9% | +9.9% | +0.1% | +4.0% |
| 3M | +17.5% | -5.8% | +23.3% | +20.9% |
| 6M | +33.5% | +3.0% | +30.5% | +28.4% |
| YTD | +21.6% | +13.1% | +8.5% | +9.5% |
| 1Y | +27.6% | +13.2% | +14.4% | +14.7% |
| 3Y | +76.4% | +30.8% | +45.6% | +41.7% |
| 5Y | +103.8% | +13.0% | +90.8% | +76.9% |
| 10Y | +455.5% | +161.3% | +294.2% | +181.8% |
| All | +3,319.5% | +545.8% | +2,773.7% | +873.3% |
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