+72.3%
BA vs HON
+138.0%
-65.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.1% |
| 7D | +2.5% | -0.8% | +3.3% | +3.2% |
| 30D | -10.1% | -15.2% | +5.1% | +4.8% |
| 3M | -2.4% | -6.0% | +3.6% | +1.9% |
| 6M | -8.8% | -14.9% | +6.1% | +4.4% |
| YTD | -2.9% | +3.2% | -6.1% | -9.4% |
| 1Y | -8.8% | 0.0% | -8.8% | -12.8% |
| 3Y | -0.3% | +21.5% | -21.7% | -26.7% |
| 5Y | -0.3% | +4.0% | -4.4% | -13.8% |
| 10Y | +72.3% | +138.4% | -66.0% | -23.2% |
| All | +72.3% | +138.0% | -65.7% | -23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling