-16.2%
BA vs HON
+27.8%
-44.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -1.1% | +1.4% | -2.5% | -1.9% |
| 30D | -7.1% | +7.5% | -14.6% | -10.6% |
| 3M | -25.5% | -4.3% | -21.2% | -24.0% |
| 6M | -28.7% | -1.5% | -27.2% | -28.7% |
| YTD | -21.0% | +10.5% | -31.6% | -26.0% |
| 1Y | -11.9% | +8.5% | -20.4% | -16.7% |
| 3Y | -16.2% | +28.0% | -44.2% | -26.7% |
| All | -16.2% | +27.8% | -44.0% | -26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling