-10.6%
BITO vs HON
+2.0%
-12.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.6% |
| 7D | -5.8% | -2.6% | -3.2% | -4.5% |
| 30D | +21.1% | -11.9% | +33.0% | +29.3% |
| 3M | +23.5% | -6.1% | +29.6% | +25.8% |
| 6M | +8.3% | -19.2% | +27.5% | +20.3% |
| YTD | -13.9% | +0.2% | -14.0% | -16.4% |
| 1Y | -34.5% | -1.5% | -33.0% | -36.0% |
| 3Y | +147.0% | +17.9% | +129.1% | +103.3% |
| All | -10.6% | +2.0% | -12.6% | -17.9% |
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