+156.8%
BITO vs HON
+17.2%
+139.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -3.4% | -3.5% | 0.0% | -2.2% |
| 30D | +21.4% | -13.8% | +35.2% | +28.0% |
| 3M | +20.5% | -11.7% | +32.2% | +25.1% |
| 6M | +7.4% | -18.7% | +26.1% | +15.4% |
| YTD | -13.9% | +0.2% | -14.1% | -15.3% |
| 1Y | -35.1% | -3.1% | -32.0% | -35.3% |
| 3Y | +156.8% | +17.0% | +139.9% | +137.6% |
| All | +156.8% | +17.2% | +139.7% | +137.6% |
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