+493.6%
HON vs BIL
+30.4%
+463.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +0.9% | +1.1% |
| 7D | -3.6% | +0.1% | -3.7% | -3.2% |
| 30D | -15.3% | +0.3% | -15.6% | -14.0% |
| 3M | -7.9% | +0.9% | -8.8% | -4.0% |
| 6M | -18.1% | +1.8% | -19.9% | -11.1% |
| YTD | +3.8% | +2.4% | +1.4% | +15.6% |
| 1Y | +0.5% | +3.7% | -3.2% | +18.3% |
| 3Y | +19.8% | +14.2% | +5.6% | +115.9% |
| 5Y | +2.9% | +19.4% | -16.5% | +127.5% |
| 10Y | +134.6% | +25.2% | +109.4% | +553.2% |
| All | +493.6% | +30.4% | +463.2% | +1,686.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling