+16.9%
HON vs BTDR
+0.6%
+16.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.5% | +5.1% | -1.1% |
| 7D | -2.6% | -3.2% | +0.6% | -2.5% |
| 30D | -11.9% | +32.7% | -44.6% | -12.9% |
| 3M | -6.1% | -28.4% | +22.3% | -5.4% |
| 6M | -19.2% | +51.7% | -70.9% | -20.8% |
| YTD | +0.2% | +2.9% | -2.7% | -0.9% |
| 1Y | -1.5% | -15.5% | +14.0% | -2.9% |
| All | +16.9% | +0.6% | +16.3% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling