+1,105.4%
DIA vs HON
+1,128.9%
-23.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | +0.4% |
| 7D | +1.6% | +3.6% | -2.0% | +0.1% |
| 30D | +1.2% | +7.8% | -6.6% | -2.0% |
| 3M | -2.4% | -4.8% | +2.4% | -0.6% |
| 6M | +5.7% | -1.7% | +7.3% | +5.3% |
| YTD | +9.9% | +10.7% | -0.8% | +3.7% |
| 1Y | +9.8% | +7.8% | +2.0% | +4.7% |
| 3Y | +59.8% | +28.1% | +31.7% | +39.7% |
| 5Y | +57.7% | +12.2% | +45.5% | +45.0% |
| 10Y | +235.8% | +155.7% | +80.1% | +118.5% |
| All | +1,105.4% | +1,128.9% | -23.5% | +276.5% |
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