+319.1%
DELL vs HON
+1.2%
+317.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.0% |
| 7D | +14.9% | -3.6% | +18.5% | +17.3% |
| 30D | +13.3% | -15.3% | +28.5% | +24.2% |
| 3M | +24.4% | -7.9% | +32.3% | +29.4% |
| 6M | +258.0% | -18.1% | +276.1% | +301.9% |
| YTD | +320.2% | +3.8% | +316.4% | +334.2% |
| 1Y | +319.1% | +0.5% | +318.6% | +354.7% |
| All | +319.1% | +1.2% | +317.9% | +354.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling