+26.8%
BA vs HON
+160.8%
-134.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.9% |
| 7D | -1.4% | -0.4% | -1.0% | -1.4% |
| 30D | -7.9% | +8.6% | -16.5% | -15.3% |
| 3M | -25.2% | -0.8% | -24.4% | -25.2% |
| 6M | -26.7% | -0.1% | -26.6% | -28.5% |
| YTD | -19.6% | +12.8% | -32.4% | -31.7% |
| 1Y | -10.6% | +10.4% | -21.0% | -22.4% |
| 3Y | -11.2% | +30.5% | -41.7% | -39.5% |
| 5Y | -20.4% | +15.0% | -35.4% | -38.2% |
| 10Y | +26.8% | +160.5% | -133.7% | -49.6% |
| All | +26.8% | +160.8% | -134.1% | -49.6% |
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