+132.3%
HON vs BTI
+73.8%
+58.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | -3.5% | -0.2% | -3.3% | -3.4% |
| 30D | -13.8% | -1.1% | -12.7% | -13.5% |
| 3M | -11.7% | -8.8% | -2.9% | -9.3% |
| 6M | -18.7% | -4.0% | -14.8% | -18.3% |
| YTD | +0.2% | +0.4% | -0.1% | -0.9% |
| 1Y | -3.1% | +1.9% | -5.0% | -4.8% |
| 3Y | +17.0% | +108.5% | -91.5% | -13.5% |
| 5Y | +2.0% | +118.5% | -116.5% | -27.2% |
| All | +132.3% | +73.8% | +58.5% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling