+532.8%
HON vs BIL
+31.3%
+501.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +3.6% | +0.1% | +3.5% | +3.9% |
| 30D | +7.8% | +0.3% | +7.5% | +9.3% |
| 3M | -4.8% | +0.9% | -5.7% | -0.8% |
| 6M | -1.7% | +1.8% | -3.5% | +6.6% |
| YTD | +10.7% | +3.1% | +7.5% | +27.0% |
| 1Y | +7.8% | +3.7% | +4.1% | +26.5% |
| 3Y | +28.1% | +13.8% | +14.3% | +127.4% |
| 5Y | +12.2% | +20.2% | -8.1% | +155.8% |
| 10Y | +155.7% | +26.1% | +129.6% | +636.5% |
| All | +532.8% | +31.3% | +501.5% | +1,864.5% |
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 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