+5,634.3%
HON vs BBWI
+1,034.6%
+4,599.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.3% |
| 7D | -3.6% | +1.5% | -5.1% | -4.0% |
| 30D | -15.3% | -5.2% | -10.1% | -14.5% |
| 3M | -7.9% | +11.1% | -19.0% | -11.0% |
| 6M | -18.1% | -13.4% | -4.7% | -16.8% |
| YTD | +3.8% | +0.1% | +3.7% | +1.2% |
| 1Y | +0.5% | -36.1% | +36.6% | +7.5% |
| 3Y | +19.8% | -44.1% | +63.9% | +25.6% |
| 5Y | +2.9% | -66.2% | +69.2% | +16.2% |
| 10Y | +134.6% | -54.8% | +189.4% | +103.7% |
| All | +5,634.3% | +1,034.6% | +4,599.7% | +1,789.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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