+120.4%
XLK vs HON
+17.2%
+103.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +0.2% | -3.5% | +3.7% | +1.6% |
| 30D | -0.6% | -13.8% | +13.1% | +5.2% |
| 3M | +2.6% | -11.7% | +14.2% | +6.9% |
| 6M | +34.0% | -18.7% | +52.7% | +44.3% |
| YTD | +30.7% | +0.2% | +30.4% | +27.8% |
| 1Y | +39.2% | -3.1% | +42.3% | +37.9% |
| 3Y | +120.4% | +17.0% | +103.4% | +91.3% |
| All | +120.4% | +17.2% | +103.3% | +91.3% |
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 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