+7.4%
DASH vs HON
+3.2%
+4.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.6% | -5.2% |
| 7D | -10.6% | -3.6% | -7.0% | -8.5% |
| 30D | +2.2% | -15.3% | +17.4% | +13.1% |
| 3M | +32.3% | -7.9% | +40.2% | +37.3% |
| 6M | +19.1% | -18.1% | +37.2% | +33.3% |
| YTD | -6.5% | +3.8% | -10.3% | -13.3% |
| 1Y | -14.9% | +0.5% | -15.4% | -19.4% |
| 3Y | +151.9% | +19.8% | +132.2% | +92.7% |
| All | +7.4% | +3.2% | +4.2% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling