+3,341.8%
V vs HON
+531.5%
+2,810.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +0.9% | +1.4% | -0.5% | 0.0% |
| 30D | +9.0% | +7.5% | +1.5% | +4.4% |
| 3M | +16.7% | -4.3% | +21.1% | +19.2% |
| 6M | +33.4% | -1.5% | +35.0% | +31.8% |
| YTD | +22.4% | +10.5% | +11.8% | +11.6% |
| 1Y | +27.7% | +8.5% | +19.1% | +17.7% |
| 3Y | +78.0% | +28.0% | +49.9% | +44.8% |
| 5Y | +108.5% | +12.0% | +96.5% | +81.7% |
| 10Y | +459.0% | +155.4% | +303.7% | +187.4% |
| All | +3,341.8% | +531.5% | +2,810.3% | +892.4% |
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 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