+1.5%
HON vs BNS
+94.7%
-93.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | -3.5% | -0.4% | -3.1% | -3.3% |
| 30D | -13.8% | +3.5% | -17.2% | -15.2% |
| 3M | -11.7% | +14.1% | -25.7% | -17.2% |
| 6M | -18.7% | +33.8% | -52.5% | -29.2% |
| YTD | +0.2% | +29.5% | -29.2% | -11.5% |
| 1Y | -3.1% | +48.4% | -51.5% | -19.8% |
| 3Y | +17.0% | +129.6% | -112.6% | -22.3% |
| All | +1.5% | +94.7% | -93.2% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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