+1,455.3%
XLK vs HON
+832.4%
+622.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.8% |
| 7D | -0.4% | -2.6% | +2.2% | +0.9% |
| 30D | -0.5% | -11.9% | +11.4% | +5.6% |
| 3M | +5.0% | -6.1% | +11.1% | +7.4% |
| 6M | +32.9% | -19.2% | +52.0% | +45.6% |
| YTD | +29.0% | +0.2% | +28.8% | +27.0% |
| 1Y | +37.8% | -1.5% | +39.3% | +36.3% |
| 3Y | +118.7% | +17.9% | +100.7% | +96.1% |
| 5Y | +145.6% | +1.9% | +143.6% | +136.1% |
| 10Y | +791.5% | +135.2% | +656.3% | +471.4% |
| All | +1,455.3% | +832.4% | +622.9% | +392.3% |
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 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