+132.1%
HON vs BN
+263.5%
-131.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.8% |
| 7D | -2.6% | -5.9% | +3.2% | +0.2% |
| 30D | -11.9% | -15.1% | +3.2% | -4.8% |
| 3M | -6.1% | -14.6% | +8.5% | +1.1% |
| 6M | -19.2% | -8.4% | -10.8% | -16.3% |
| YTD | +0.2% | -16.8% | +17.0% | +8.1% |
| 1Y | -1.5% | -14.4% | +12.9% | +4.3% |
| 3Y | +17.9% | +70.1% | -52.2% | -16.0% |
| 5Y | +1.9% | +33.5% | -31.6% | -20.1% |
| All | +132.1% | +263.5% | -131.4% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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