+59.5%
DIA vs HON
+20.6%
+39.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -0.9% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | -2.1% | -15.2% | +13.1% | +3.5% |
| 3M | +4.2% | -6.0% | +10.1% | +5.5% |
| 6M | +11.9% | -14.9% | +26.8% | +17.6% |
| YTD | +10.8% | +3.2% | +7.7% | +7.4% |
| 1Y | +17.5% | 0.0% | +17.5% | +15.1% |
| All | +59.5% | +20.6% | +39.0% | +41.3% |
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 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