+0.5%
HON vs BR
-29.1%
+29.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.3% | +1.0% |
| 7D | -3.6% | -5.3% | +1.7% | -3.5% |
| 30D | -15.3% | +6.4% | -21.7% | -15.5% |
| 3M | -7.9% | +13.6% | -21.5% | -8.6% |
| 6M | -18.1% | -6.7% | -11.3% | -19.0% |
| YTD | +3.8% | -21.1% | +24.9% | +7.0% |
| 1Y | +0.5% | -29.6% | +30.0% | +10.4% |
| All | +0.5% | -29.1% | +29.6% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling