+491.3%
BE vs HON
+12.4%
+478.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -2.0% |
| 7D | +20.5% | +3.6% | +17.0% | +17.3% |
| 30D | -23.4% | +7.8% | -31.1% | -27.8% |
| 3M | -14.9% | -4.8% | -10.1% | -10.9% |
| 6M | -28.1% | -1.7% | -26.4% | -27.8% |
| YTD | +132.4% | +10.7% | +121.7% | +106.2% |
| 1Y | +59.4% | +7.8% | +51.6% | +45.1% |
| 3Y | +1,815.8% | +28.1% | +1,787.8% | +1,198.6% |
| 5Y | +491.3% | +12.2% | +479.1% | +332.4% |
| All | +491.3% | +12.4% | +478.9% | +332.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling