+636.7%
DELL vs HON
+17.0%
+619.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -4.6% |
| 7D | -1.9% | -2.6% | +0.7% | -0.4% |
| 30D | +14.9% | -11.9% | +26.8% | +23.9% |
| 3M | +37.2% | -6.1% | +43.3% | +40.9% |
| 6M | +254.0% | -19.2% | +273.2% | +298.6% |
| YTD | +306.1% | +0.2% | +306.0% | +306.9% |
| 1Y | +312.3% | -1.5% | +313.8% | +316.1% |
| All | +636.7% | +17.0% | +619.6% | +584.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling