+9.1%
XLF vs HON
+1.2%
+8.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -0.9% |
| 7D | 0.0% | -3.6% | +3.6% | +0.6% |
| 30D | +0.2% | -15.3% | +15.4% | +2.9% |
| 3M | +11.7% | -7.9% | +19.6% | +12.7% |
| 6M | +13.8% | -18.1% | +31.8% | +17.7% |
| YTD | +7.0% | +3.8% | +3.2% | +4.7% |
| 1Y | +9.1% | +0.5% | +8.7% | +7.8% |
| All | +9.1% | +1.2% | +8.0% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling