+1,094.1%
BAC vs HON
+6,210.3%
-5,116.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.1% | +1.9% | +0.2% | +1.0% |
| 30D | -6.7% | +9.9% | -16.6% | -11.6% |
| 3M | -20.2% | -5.8% | -14.5% | -18.0% |
| 6M | -0.2% | +3.0% | -3.2% | -3.5% |
| YTD | -6.4% | +13.1% | -19.4% | -14.6% |
| 1Y | -3.1% | +13.2% | -16.3% | -11.7% |
| 3Y | +96.7% | +30.8% | +65.9% | +62.7% |
| 5Y | +21.3% | +13.0% | +8.3% | +8.4% |
| 10Y | +237.7% | +161.3% | +76.4% | +97.2% |
| All | +1,094.1% | +6,210.3% | -5,116.2% | +117.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling