+0.5%
HON vs BWA
+59.1%
-58.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.5% |
| 7D | -3.6% | +5.7% | -9.3% | -4.4% |
| 30D | -15.3% | +1.4% | -16.7% | -15.5% |
| 3M | -7.9% | -12.1% | +4.2% | -6.5% |
| 6M | -18.1% | +28.6% | -46.6% | -21.0% |
| YTD | +3.8% | +51.1% | -47.3% | -5.3% |
| 1Y | +0.5% | +55.9% | -55.4% | -9.7% |
| All | +0.5% | +59.1% | -58.6% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling