+911.5%
BE vs HON
+70.7%
+840.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.0% | +6.4% | +6.4% |
| 7D | +20.0% | -3.6% | +23.6% | +24.3% |
| 30D | +7.9% | -15.3% | +23.2% | +26.5% |
| 3M | -13.2% | -7.9% | -5.3% | -7.3% |
| 6M | +53.5% | -18.1% | +71.5% | +83.5% |
| YTD | +191.0% | +3.8% | +187.2% | +170.6% |
| 1Y | +360.5% | +0.5% | +360.0% | +339.3% |
| 3Y | +1,568.0% | +19.8% | +1,548.2% | +1,147.0% |
| 5Y | +1,055.2% | +2.9% | +1,052.3% | +948.0% |
| All | +911.5% | +70.7% | +840.8% | +384.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling