+358.3%
DELL vs HON
-1.5%
+359.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +11.9% |
| 7D | +8.2% | -3.5% | +11.7% | +10.4% |
| 30D | +17.1% | -13.8% | +30.8% | +27.5% |
| 3M | +45.2% | -11.7% | +56.8% | +54.9% |
| 6M | +286.8% | -18.7% | +305.5% | +335.9% |
| YTD | +354.8% | +0.2% | +354.5% | +378.8% |
| 1Y | +358.3% | -3.1% | +361.3% | +449.3% |
| All | +358.3% | -1.5% | +359.8% | +449.3% |
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 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