+1,803.2%
BE vs HON
+28.0%
+1,775.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -2.6% |
| 7D | +20.5% | +3.6% | +17.0% | +18.5% |
| 30D | -23.4% | +7.8% | -31.1% | -26.0% |
| 3M | -14.9% | -4.8% | -10.1% | -12.3% |
| 6M | -28.1% | -1.7% | -26.4% | -27.5% |
| YTD | +132.4% | +10.7% | +121.7% | +119.7% |
| 1Y | +59.4% | +7.8% | +51.6% | +52.8% |
| All | +1,803.2% | +28.0% | +1,775.2% | +1,278.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling