+81.8%
XLI vs HON
+1.1%
+80.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -1.7% | -3.5% | +1.8% | +0.2% |
| 30D | -7.3% | -13.8% | +6.5% | +0.4% |
| 3M | -1.3% | -11.7% | +10.3% | +4.6% |
| 6M | +2.2% | -18.7% | +21.0% | +13.2% |
| YTD | +11.7% | +0.2% | +11.5% | +9.3% |
| 1Y | +14.3% | -3.1% | +17.3% | +13.6% |
| 3Y | +70.3% | +17.0% | +53.4% | +46.1% |
| All | +81.8% | +1.1% | +80.7% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling