-12.3%
BA vs HON
+8.1%
-20.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -0.9% |
| 7D | -0.6% | +3.6% | -4.1% | -2.2% |
| 30D | -8.0% | +7.8% | -15.8% | -11.3% |
| 3M | -25.8% | -4.8% | -21.0% | -24.1% |
| 6M | -27.6% | -1.7% | -25.9% | -27.5% |
| YTD | -21.0% | +10.7% | -31.7% | -26.3% |
| 1Y | -12.3% | +7.8% | -20.0% | -15.0% |
| All | -12.3% | +8.1% | -20.3% | -15.0% |
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