-0.9%
BA vs HON
+3.2%
-4.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.2% |
| 7D | +1.2% | -3.6% | +4.8% | +3.6% |
| 30D | -11.6% | -15.3% | +3.6% | -1.5% |
| 3M | -2.4% | -7.9% | +5.5% | +2.3% |
| 6M | -6.6% | -18.1% | +11.4% | +5.9% |
| YTD | -2.2% | +3.8% | -6.1% | -7.0% |
| 1Y | -8.0% | +0.5% | -8.5% | -10.7% |
| 3Y | -5.0% | +19.8% | -24.8% | -23.4% |
| All | -0.9% | +3.2% | -4.1% | -12.8% |
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