+1,376.8%
BAC vs HON
+5,695.7%
-4,318.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.6% |
| 7D | +1.1% | -3.6% | +4.7% | +3.1% |
| 30D | -0.4% | -15.3% | +14.9% | +8.9% |
| 3M | +16.9% | -7.9% | +24.8% | +21.0% |
| 6M | +26.6% | -18.1% | +44.7% | +39.3% |
| YTD | +15.8% | +3.8% | +12.0% | +11.1% |
| 1Y | +27.2% | +0.5% | +26.7% | +23.7% |
| 3Y | +132.4% | +19.8% | +112.6% | +102.4% |
| 5Y | +72.6% | +2.9% | +69.7% | +62.9% |
| 10Y | +389.7% | +134.6% | +255.1% | +203.6% |
| All | +1,376.8% | +5,695.7% | -4,318.9% | +182.3% |
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