-26.4%
BA vs HON
+11.9%
-38.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.1% | +1.4% | -2.5% | -2.1% |
| 30D | -7.1% | +7.5% | -14.6% | -11.7% |
| 3M | -25.5% | -4.3% | -21.2% | -23.6% |
| 6M | -28.7% | -1.5% | -27.2% | -28.9% |
| YTD | -21.0% | +10.5% | -31.6% | -28.1% |
| 1Y | -11.9% | +8.5% | -20.4% | -18.7% |
| 3Y | -16.2% | +28.0% | -44.2% | -35.6% |
| All | -26.4% | +11.9% | -38.3% | -36.7% |
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 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