+5,596.8%
HON vs BTI
+6,031.1%
-434.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -0.8% | -1.4% | +0.5% | -0.5% |
| 30D | -15.2% | -7.0% | -8.1% | -13.6% |
| 3M | -6.0% | -6.3% | +0.3% | -4.7% |
| 6M | -14.9% | -2.0% | -12.9% | -14.9% |
| YTD | +3.2% | +0.2% | +3.0% | +2.4% |
| 1Y | 0.0% | +3.8% | -3.8% | -1.7% |
| 3Y | +21.5% | +112.1% | -90.6% | -2.6% |
| 5Y | +4.0% | +113.6% | -109.6% | -17.3% |
| 10Y | +138.4% | +69.6% | +68.8% | +95.7% |
| All | +5,596.8% | +6,031.1% | -434.3% | +2,209.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling