+74.2%
XLF vs HON
+17.2%
+57.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -1.5% | -3.5% | +2.0% | -0.3% |
| 30D | -1.2% | -13.8% | +12.6% | +3.9% |
| 3M | +9.2% | -11.7% | +20.9% | +13.1% |
| 6M | +16.3% | -18.7% | +35.1% | +24.3% |
| YTD | +5.4% | +0.2% | +5.2% | +2.4% |
| 1Y | +7.6% | -3.1% | +10.7% | +5.9% |
| 3Y | +74.2% | +17.0% | +57.2% | +51.6% |
| All | +74.2% | +17.2% | +57.1% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling