-22.1%
BA vs HON
+8.3%
-30.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | -0.8% |
| 7D | +1.1% | +0.8% | +0.3% | +0.5% |
| 30D | -7.9% | +5.7% | -13.7% | -11.4% |
| 3M | -25.3% | -8.3% | -17.0% | -21.2% |
| 6M | -24.6% | -2.4% | -22.2% | -24.4% |
| YTD | -20.1% | +9.0% | -29.1% | -26.6% |
| 1Y | -11.8% | +9.2% | -21.0% | -19.0% |
| 3Y | -10.1% | +26.3% | -36.5% | -30.2% |
| All | -22.1% | +8.3% | -30.4% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling