+397.7%
BAC vs HON
+136.6%
+261.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +1.6% |
| 7D | +0.6% | -0.6% | +1.2% | +1.0% |
| 30D | -1.4% | -15.4% | +14.0% | +11.3% |
| 3M | +15.7% | -9.1% | +24.9% | +22.0% |
| 6M | +32.2% | -17.1% | +49.2% | +48.6% |
| YTD | +15.8% | +1.5% | +14.3% | +10.0% |
| 1Y | +27.3% | -1.3% | +28.6% | +22.7% |
| 3Y | +137.5% | +19.5% | +117.9% | +88.5% |
| 5Y | +73.1% | +3.1% | +70.0% | +53.8% |
| 10Y | +397.7% | +138.4% | +259.4% | +137.7% |
| All | +397.7% | +136.6% | +261.2% | +137.7% |
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