-8.5%
BX vs HON
+12.4%
-20.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.0% | +4.3% | +5.5% |
| 7D | +8.3% | +4.2% | +4.1% | +6.7% |
| 30D | +13.5% | +6.7% | +6.8% | +10.9% |
| 3M | -7.6% | -7.9% | +0.3% | -5.1% |
| 6M | +4.0% | +4.8% | -0.8% | +0.3% |
| YTD | -15.2% | +13.2% | -28.3% | -19.6% |
| 1Y | -8.5% | +13.1% | -21.5% | -13.2% |
| All | -8.5% | +12.4% | -20.8% | -13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling