+12.0%
HON vs BIL
+20.3%
-8.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +1.4% | +0.1% | +1.3% | +1.6% |
| 30D | +7.5% | +0.3% | +7.1% | +8.3% |
| 3M | -4.3% | +1.0% | -5.3% | -2.3% |
| 6M | -1.5% | +1.9% | -3.4% | +3.0% |
| YTD | +10.5% | +3.2% | +7.4% | +18.9% |
| 1Y | +8.5% | +3.7% | +4.8% | +18.1% |
| 3Y | +28.0% | +13.8% | +14.2% | +50.7% |
| All | +12.0% | +20.3% | -8.3% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling