+1.5%
HON vs BB
-26.5%
+27.9%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.1% |
| 7D | -3.5% | -0.4% | -3.1% | -3.4% |
| 30D | -13.8% | -12.5% | -1.2% | -12.7% |
| 3M | -11.7% | -17.4% | +5.8% | -11.0% |
| 6M | -18.7% | +119.1% | -137.9% | -26.6% |
| YTD | +0.2% | +102.4% | -102.1% | -8.8% |
| 1Y | -3.1% | +98.2% | -101.2% | -12.0% |
| 3Y | +17.0% | +46.9% | -30.0% | +6.4% |
| All | +1.5% | -26.5% | +27.9% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling