+30.8%
XLV vs HON
+17.2%
+13.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | -3.5% | -0.1% | -2.7% |
| 30D | -1.8% | -13.8% | +11.9% | +1.7% |
| 3M | +7.8% | -11.7% | +19.5% | +10.5% |
| 6M | +9.1% | -18.7% | +27.8% | +14.3% |
| YTD | +7.7% | +0.2% | +7.5% | +5.7% |
| 1Y | +20.4% | -3.1% | +23.5% | +19.3% |
| 3Y | +30.8% | +17.0% | +13.8% | +19.7% |
| All | +30.8% | +17.2% | +13.6% | +19.7% |
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 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