-5.2%
DASH vs HON
+17.4%
-22.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -1.3% |
| 7D | +0.4% | +0.8% | -0.4% | +0.3% |
| 30D | -6.0% | +5.7% | -11.8% | -8.7% |
| 3M | -15.8% | -8.3% | -7.4% | -11.4% |
| 6M | +7.0% | -2.4% | +9.4% | +6.8% |
| YTD | -20.7% | +9.0% | -29.7% | -27.5% |
| 1Y | -8.5% | +9.2% | -17.7% | -16.8% |
| 3Y | +101.8% | +26.3% | +75.5% | +57.0% |
| 5Y | -9.6% | +9.1% | -18.7% | -26.6% |
| All | -5.2% | +17.4% | -22.6% | -19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling