+138.4%
HON vs BIL
+25.2%
+113.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -0.6% | +0.1% | -0.6% | -0.5% |
| 30D | -15.4% | +0.3% | -15.7% | -15.2% |
| 3M | -9.1% | +0.9% | -10.0% | -8.3% |
| 6M | -17.1% | +1.8% | -18.9% | -15.7% |
| YTD | +1.5% | +2.5% | -0.9% | +3.7% |
| 1Y | -1.3% | +3.7% | -5.0% | +1.8% |
| 3Y | +19.5% | +14.1% | +5.5% | +22.3% |
| 5Y | +3.1% | +19.4% | -16.4% | -1.5% |
| 10Y | +138.4% | +25.2% | +113.1% | +126.5% |
| All | +138.4% | +25.2% | +113.1% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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