+11.7%
DASH vs HON
+11.8%
-0.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.6% | -5.2% |
| 7D | -10.6% | -3.6% | -7.0% | -8.7% |
| 30D | +2.2% | -15.3% | +17.4% | +12.1% |
| 3M | +32.3% | -7.9% | +40.2% | +36.9% |
| 6M | +19.1% | -18.1% | +37.2% | +32.1% |
| YTD | -6.5% | +3.8% | -10.3% | -12.4% |
| 1Y | -14.9% | +0.5% | -15.4% | -18.8% |
| 3Y | +151.9% | +19.8% | +132.2% | +102.3% |
| 5Y | +9.4% | +2.9% | +6.5% | -8.9% |
| All | +11.7% | +11.8% | -0.1% | -2.3% |
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