+1,218.2%
BE vs HON
+1.7%
+1,216.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -2.8% |
| 7D | +9.7% | -2.6% | +12.4% | +12.3% |
| 30D | +22.4% | -11.9% | +34.3% | +36.7% |
| 3M | +10.4% | -6.1% | +16.4% | +14.1% |
| 6M | +67.9% | -19.2% | +87.0% | +99.1% |
| YTD | +197.5% | +0.2% | +197.3% | +186.3% |
| 1Y | +310.6% | -1.5% | +312.1% | +299.1% |
| 3Y | +1,657.2% | +17.9% | +1,639.3% | +1,166.6% |
| 5Y | +1,218.2% | +1.9% | +1,216.2% | +1,073.3% |
| All | +1,218.2% | +1.7% | +1,216.5% | +1,073.3% |
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