+23.4%
BA vs HON
+154.9%
-131.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | +0.1% |
| 7D | -0.6% | +3.6% | -4.1% | -4.0% |
| 30D | -8.0% | +7.8% | -15.8% | -14.8% |
| 3M | -25.8% | -4.8% | -21.0% | -22.8% |
| 6M | -27.6% | -1.7% | -25.9% | -28.3% |
| YTD | -21.0% | +10.7% | -31.7% | -31.7% |
| 1Y | -12.3% | +7.8% | -20.0% | -22.0% |
| 3Y | -12.8% | +28.1% | -40.8% | -39.5% |
| 5Y | -22.4% | +12.2% | -34.5% | -38.1% |
| All | +23.4% | +154.9% | -131.5% | -50.2% |
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