+1,129.1%
DIA vs HON
+1,052.8%
+76.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | -0.2% | -3.6% | +3.4% | +1.4% |
| 30D | -1.5% | -15.3% | +13.7% | +5.5% |
| 3M | +3.8% | -7.9% | +11.7% | +6.7% |
| 6M | +10.3% | -18.1% | +28.3% | +18.8% |
| YTD | +12.1% | +3.8% | +8.3% | +8.8% |
| 1Y | +18.6% | +0.5% | +18.2% | +16.5% |
| 3Y | +60.6% | +19.8% | +40.9% | +44.6% |
| 5Y | +64.4% | +2.9% | +61.5% | +57.1% |
| 10Y | +250.1% | +134.6% | +115.5% | +136.1% |
| All | +1,129.1% | +1,052.8% | +76.3% | +295.2% |
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