+1,003.0%
BE vs HON
+64.8%
+938.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.6% |
| 7D | +9.0% | -3.5% | +12.5% | +12.9% |
| 30D | +16.3% | -13.8% | +30.0% | +34.3% |
| 3M | +10.8% | -11.7% | +22.5% | +22.7% |
| 6M | +73.2% | -18.7% | +91.9% | +107.9% |
| YTD | +217.4% | +0.2% | +217.1% | +205.4% |
| 1Y | +309.8% | -3.1% | +312.8% | +305.4% |
| 3Y | +1,726.2% | +17.0% | +1,709.2% | +1,294.4% |
| 5Y | +1,306.2% | +2.0% | +1,304.1% | +1,183.4% |
| All | +1,003.0% | +64.8% | +938.2% | +446.7% |
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