+217.6%
BAC vs HON
+154.5%
+63.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +3.2% | +1.4% | +1.8% | +2.1% |
| 30D | -0.7% | +7.5% | -8.2% | -6.1% |
| 3M | -20.0% | -4.3% | -15.6% | -17.7% |
| 6M | +3.4% | -1.5% | +5.0% | +1.8% |
| YTD | -5.7% | +10.5% | -16.3% | -16.4% |
| 1Y | -1.4% | +8.5% | -10.0% | -11.4% |
| 3Y | +97.9% | +28.0% | +69.9% | +48.5% |
| 5Y | +22.9% | +12.0% | +10.9% | +2.1% |
| All | +217.6% | +154.5% | +63.1% | +27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling