+20.7%
BMY vs HON
+17.0%
+3.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.7% |
| 7D | -6.4% | -2.6% | -3.7% | -5.7% |
| 30D | +0.2% | -11.9% | +12.1% | +3.6% |
| 3M | +16.0% | -6.1% | +22.0% | +16.9% |
| 6M | +8.3% | -19.2% | +27.5% | +14.1% |
| YTD | +22.2% | +0.2% | +22.0% | +20.3% |
| 1Y | +41.7% | -1.5% | +43.2% | +40.0% |
| All | +20.7% | +17.0% | +3.7% | +10.7% |
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