+950.6%
BX vs HON
+506.0%
+444.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.0% |
| 7D | -2.0% | -0.8% | -1.1% | -1.3% |
| 30D | -2.3% | -15.2% | +12.9% | +11.9% |
| 3M | +18.5% | -6.0% | +24.5% | +22.6% |
| 6M | +23.7% | -14.9% | +38.6% | +38.8% |
| YTD | -10.4% | +3.2% | -13.5% | -15.6% |
| 1Y | -19.6% | 0.0% | -19.6% | -23.0% |
| 3Y | +30.8% | +21.5% | +9.3% | +3.0% |
| 5Y | +24.3% | +4.0% | +20.3% | +13.6% |
| 10Y | +679.5% | +138.4% | +541.1% | +212.5% |
| All | +950.6% | +506.0% | +444.7% | +41.8% |
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