+4,770.1%
DELL vs HON
+134.7%
+4,635.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.5% | +2.3% |
| 7D | +25.6% | -0.8% | +26.4% | +26.1% |
| 30D | +17.7% | -15.2% | +32.8% | +31.2% |
| 3M | +33.4% | -6.0% | +39.4% | +37.5% |
| 6M | +266.2% | -14.9% | +281.1% | +302.9% |
| YTD | +328.0% | +3.2% | +324.8% | +315.4% |
| 1Y | +339.6% | 0.0% | +339.6% | +333.8% |
| 3Y | +694.6% | +21.5% | +673.1% | +575.8% |
| 5Y | +1,122.0% | +4.0% | +1,117.9% | +1,046.4% |
| 10Y | +4,062.5% | +138.4% | +3,924.1% | +2,464.4% |
| All | +4,770.1% | +134.7% | +4,635.4% | +2,899.4% |
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