+13.1%
HON vs BRO
-3.6%
+16.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.5% | +1.9% |
| 7D | +4.2% | +12.4% | -8.2% | +4.1% |
| 30D | +6.7% | +21.6% | -14.9% | +6.8% |
| 3M | -7.9% | +4.3% | -12.2% | -7.9% |
| 6M | +4.8% | +29.2% | -24.4% | +4.6% |
| YTD | +13.2% | -6.4% | +19.5% | +16.7% |
| 1Y | +13.1% | -5.3% | +18.4% | +16.3% |
| All | +13.1% | -3.6% | +16.6% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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