+10.7%
DHR vs HON
+12.4%
-1.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.1% | +1.6% |
| 7D | +0.4% | +4.2% | -3.8% | -0.6% |
| 30D | +6.2% | +6.7% | -0.5% | +4.6% |
| 3M | +20.8% | -7.9% | +28.7% | +23.4% |
| 6M | +35.5% | +4.8% | +30.7% | +33.1% |
| YTD | +3.2% | +13.2% | -9.9% | -0.1% |
| 1Y | +10.7% | +13.1% | -2.4% | +6.4% |
| All | +10.7% | +12.4% | -1.7% | +6.4% |
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 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