+31.9%
DIS vs HON
+154.5%
-122.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | +1.9% | +1.4% | +0.5% | +1.0% |
| 30D | +9.2% | +7.5% | +1.7% | +4.2% |
| 3M | +13.5% | -4.3% | +17.9% | +16.1% |
| 6M | +14.3% | -1.5% | +15.8% | +12.7% |
| YTD | +5.4% | +10.5% | -5.2% | -4.3% |
| 1Y | +12.2% | +8.5% | +3.6% | +2.9% |
| 3Y | +37.2% | +28.0% | +9.2% | +9.2% |
| 5Y | -23.1% | +12.0% | -35.2% | -33.4% |
| All | +31.9% | +154.5% | -122.7% | -26.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling