-29.8%
DASH vs HON
+12.4%
-42.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.3% | -2.0% |
| 7D | -4.1% | +3.6% | -7.6% | -6.3% |
| 30D | -10.6% | +7.8% | -18.4% | -14.5% |
| 3M | -18.8% | -4.8% | -14.0% | -16.2% |
| 6M | +11.2% | -1.7% | +12.9% | +10.4% |
| YTD | -23.8% | +10.7% | -34.5% | -32.1% |
| 1Y | -12.2% | +7.8% | -19.9% | -20.2% |
| 3Y | +97.3% | +28.1% | +69.2% | +43.3% |
| 5Y | -29.8% | +12.2% | -42.0% | -45.1% |
| All | -29.8% | +12.4% | -42.2% | -45.1% |
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