+668.0%
BE vs HON
+81.7%
+586.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | +10.8% | +1.4% | +9.4% | +9.6% |
| 30D | -19.8% | +7.5% | -27.3% | -25.0% |
| 3M | -18.7% | -4.3% | -14.4% | -14.9% |
| 6M | -33.7% | -1.5% | -32.2% | -33.7% |
| YTD | +121.0% | +10.5% | +110.4% | +93.8% |
| 1Y | +85.4% | +8.5% | +76.9% | +65.3% |
| 3Y | +1,709.5% | +28.0% | +1,681.5% | +1,165.0% |
| 5Y | +462.2% | +12.0% | +450.2% | +369.2% |
| All | +668.0% | +81.7% | +586.3% | +246.9% |
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