+55.3%
BE vs HON
+12.4%
+42.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.0% | -8.3% | -7.2% |
| 7D | -12.1% | +4.2% | -16.3% | -13.7% |
| 30D | -30.1% | +6.7% | -36.8% | -32.3% |
| 3M | -12.1% | -7.9% | -4.3% | -8.8% |
| 6M | -30.6% | +4.8% | -35.4% | -32.4% |
| YTD | +130.6% | +13.2% | +117.5% | +113.0% |
| 1Y | +55.3% | +13.1% | +42.2% | +43.7% |
| All | +55.3% | +12.4% | +42.9% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling