+60.7%
BMY vs HON
+136.9%
-76.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -4.8% | -3.5% | -1.3% | -3.6% |
| 30D | -0.1% | -13.8% | +13.7% | +5.0% |
| 3M | +13.1% | -11.7% | +24.8% | +17.3% |
| 6M | +8.4% | -18.7% | +27.1% | +15.5% |
| YTD | +22.0% | +0.2% | +21.7% | +20.3% |
| 1Y | +40.3% | -3.1% | +43.3% | +39.7% |
| 3Y | +20.5% | +17.0% | +3.5% | +10.8% |
| 5Y | +23.7% | +2.0% | +21.7% | +18.2% |
| All | +60.7% | +136.9% | -76.2% | +13.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling