+1.5%
HON vs BNY
+256.6%
-255.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -3.5% | -1.3% | -2.1% | -2.9% |
| 30D | -13.8% | -0.2% | -13.6% | -13.7% |
| 3M | -11.7% | +14.9% | -26.6% | -16.7% |
| 6M | -18.7% | +40.0% | -58.7% | -29.3% |
| YTD | +0.2% | +42.0% | -41.7% | -13.6% |
| 1Y | -3.1% | +56.9% | -59.9% | -20.0% |
| 3Y | +17.0% | +289.9% | -272.9% | -34.6% |
| All | +1.5% | +256.6% | -255.1% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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