+18.5%
HON vs BB
+66.7%
-48.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.5% |
| 7D | -0.6% | +1.8% | -2.4% | -0.7% |
| 30D | -15.4% | -12.2% | -3.2% | -14.7% |
| 3M | -9.1% | -12.3% | +3.2% | -9.3% |
| 6M | -17.1% | +122.7% | -139.8% | -23.3% |
| YTD | +1.5% | +104.5% | -103.0% | -5.6% |
| 1Y | -1.3% | +106.7% | -108.0% | -8.7% |
| All | +18.5% | +66.7% | -48.2% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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