+1,010.1%
HON vs BUD
+222.5%
+787.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.8% |
| 7D | +1.9% | +6.0% | -4.2% | -0.7% |
| 30D | +9.9% | +11.3% | -1.4% | +4.8% |
| 3M | -5.8% | +3.6% | -9.3% | -7.5% |
| 6M | +3.0% | +7.7% | -4.7% | -0.9% |
| YTD | +13.1% | +36.4% | -23.3% | -2.1% |
| 1Y | +13.2% | +37.8% | -24.7% | -2.5% |
| 3Y | +30.8% | +51.2% | -20.4% | +5.6% |
| 5Y | +13.0% | +53.4% | -40.4% | -11.6% |
| 10Y | +161.3% | -3.2% | +164.5% | +133.3% |
| All | +1,010.1% | +222.5% | +787.6% | +363.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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