+21.5%
HON vs BIL
+14.1%
+7.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.6% |
| 7D | -0.8% | +0.1% | -0.9% | -0.5% |
| 30D | -15.2% | +0.3% | -15.5% | -13.9% |
| 3M | -6.0% | +0.9% | -6.9% | -1.1% |
| 6M | -14.9% | +1.8% | -16.7% | -5.9% |
| YTD | +3.2% | +2.5% | +0.7% | +18.0% |
| 1Y | 0.0% | +3.7% | -3.7% | +22.2% |
| 3Y | +21.5% | +14.1% | +7.4% | +173.6% |
| All | +21.5% | +14.1% | +7.4% | +173.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling