+28.1%
BA vs HON
+167.2%
-139.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -4.5% |
| 7D | -1.7% | +2.3% | -4.1% | -4.2% |
| 30D | -9.5% | +10.2% | -19.7% | -18.0% |
| 3M | -26.5% | -6.7% | -19.8% | -22.2% |
| 6M | -27.4% | +3.3% | -30.7% | -31.6% |
| YTD | -20.6% | +13.4% | -34.0% | -32.9% |
| 1Y | -11.4% | +14.7% | -26.1% | -26.1% |
| 3Y | -10.8% | +33.4% | -44.2% | -40.7% |
| 5Y | -21.9% | +12.7% | -34.7% | -37.8% |
| 10Y | +28.1% | +164.1% | -136.0% | -49.7% |
| All | +28.1% | +167.2% | -139.1% | -49.7% |
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 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