+4,404.4%
DELL vs HON
+136.9%
+4,267.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +11.9% |
| 7D | +8.2% | -3.5% | +11.7% | +10.8% |
| 30D | +17.1% | -13.8% | +30.8% | +29.1% |
| 3M | +45.2% | -11.7% | +56.8% | +56.1% |
| 6M | +286.8% | -18.7% | +305.5% | +339.2% |
| YTD | +354.8% | +0.2% | +354.5% | +349.9% |
| 1Y | +358.3% | -3.1% | +361.3% | +361.9% |
| 3Y | +724.9% | +17.0% | +707.9% | +619.2% |
| 5Y | +1,193.7% | +2.0% | +1,191.7% | +1,129.4% |
| All | +4,404.4% | +136.9% | +4,267.5% | +2,663.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling