+1.5%
HON vs BTDR
+20.7%
-19.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | 0.0% |
| 7D | -3.5% | -3.4% | -0.1% | -3.4% |
| 30D | -13.8% | +32.6% | -46.3% | -14.6% |
| 3M | -11.7% | -32.2% | +20.6% | -11.0% |
| 6M | -18.7% | +52.4% | -71.1% | -20.1% |
| YTD | +0.2% | +6.7% | -6.5% | -0.8% |
| 1Y | -3.1% | -15.2% | +12.2% | -4.2% |
| 3Y | +17.0% | +14.9% | +2.1% | +11.0% |
| All | +1.5% | +20.7% | -19.2% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling