+1,735.9%
BE vs HON
+20.6%
+1,715.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.7% | +10.3% | +10.0% |
| 7D | +29.8% | -0.8% | +30.6% | +30.4% |
| 30D | +26.4% | -15.2% | +41.6% | +38.5% |
| 3M | +9.3% | -6.0% | +15.3% | +12.2% |
| 6M | +105.1% | -14.9% | +120.0% | +123.2% |
| YTD | +219.0% | +3.2% | +215.9% | +209.4% |
| 1Y | +418.8% | 0.0% | +418.7% | +409.8% |
| All | +1,735.9% | +20.6% | +1,715.3% | +1,176.6% |
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