+661.1%
BX vs HON
+136.9%
+524.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.4% |
| 7D | -5.6% | -3.5% | -2.2% | -3.0% |
| 30D | -12.2% | -13.8% | +1.5% | -2.0% |
| 3M | +7.4% | -11.7% | +19.1% | +16.4% |
| 6M | +22.2% | -18.7% | +40.9% | +40.4% |
| YTD | -14.0% | +0.2% | -14.2% | -16.7% |
| 1Y | -27.3% | -3.1% | -24.2% | -28.3% |
| 3Y | +24.5% | +17.0% | +7.6% | +3.3% |
| 5Y | +18.9% | +2.0% | +16.9% | +10.7% |
| All | +661.1% | +136.9% | +524.1% | +320.3% |
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