+101.8%
DASH vs HON
+25.5%
+76.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.9% |
| 7D | +0.4% | +0.8% | -0.4% | +0.4% |
| 30D | -6.0% | +5.7% | -11.8% | -7.6% |
| 3M | -15.8% | -8.3% | -7.4% | -12.9% |
| 6M | +7.0% | -2.4% | +9.4% | +7.0% |
| YTD | -20.7% | +9.0% | -29.7% | -25.4% |
| 1Y | -8.5% | +9.2% | -17.7% | -14.2% |
| 3Y | +101.8% | +26.3% | +75.5% | +58.6% |
| All | +101.8% | +25.5% | +76.2% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 3y: compounded portfolio wealth divided by compounded HON 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…
3y analysis · Full analysis span regression · 6 months rolling