+1.9%
HON vs BTI
+116.2%
-114.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.6% |
| 7D | -2.6% | -2.0% | -0.6% | -2.2% |
| 30D | -11.9% | -3.4% | -8.4% | -11.2% |
| 3M | -6.1% | -9.0% | +2.9% | -4.4% |
| 6M | -19.2% | -5.0% | -14.2% | -18.7% |
| YTD | +0.2% | -0.3% | +0.5% | -0.5% |
| 1Y | -1.5% | +3.1% | -4.6% | -3.0% |
| 3Y | +17.9% | +111.0% | -93.0% | -4.6% |
| 5Y | +1.9% | +117.0% | -115.1% | -21.1% |
| All | +1.9% | +116.2% | -114.3% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling