-10.6%
BA vs HON
+12.4%
-23.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.2% | +1.2% |
| 7D | +5.9% | +4.2% | +1.7% | +3.9% |
| 30D | -8.2% | +6.7% | -14.8% | -10.9% |
| 3M | -25.4% | -7.9% | -17.5% | -22.3% |
| 6M | -20.0% | +4.8% | -24.8% | -22.4% |
| YTD | -18.5% | +13.2% | -31.7% | -24.2% |
| 1Y | -10.6% | +13.1% | -23.7% | -17.0% |
| All | -10.6% | +12.4% | -23.0% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling