+160.5%
HON vs BIL
+25.6%
+134.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.2% |
| 30D | +8.6% | 0.0% | +8.6% | +8.4% |
| 3M | -0.8% | +0.6% | -1.4% | -0.6% |
| 6M | -0.1% | +1.5% | -1.6% | +0.9% |
| YTD | +12.8% | +2.8% | +10.0% | +14.6% |
| 1Y | +10.4% | +3.3% | +7.1% | +12.6% |
| 3Y | +30.5% | +13.4% | +17.0% | +29.0% |
| 5Y | +15.0% | +19.8% | -4.9% | +2.9% |
| 10Y | +160.5% | +25.7% | +134.8% | +119.9% |
| All | +160.5% | +25.6% | +134.9% | +119.9% |
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