-8.0%
DHR vs HON
+17.0%
-25.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.6% |
| 7D | -5.0% | -2.6% | -2.4% | -4.0% |
| 30D | -3.3% | -11.9% | +8.5% | +1.6% |
| 3M | +9.4% | -6.1% | +15.5% | +11.4% |
| 6M | +3.2% | -19.2% | +22.3% | +12.1% |
| YTD | -12.0% | +0.2% | -12.2% | -14.3% |
| 1Y | +4.9% | -1.5% | +6.4% | +2.8% |
| All | -8.0% | +17.0% | -25.1% | -20.4% |
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 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