-31.9%
DIS vs HON
+8.3%
-40.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -1.4% |
| 7D | +5.2% | +0.8% | +4.4% | +4.7% |
| 30D | +11.5% | +5.7% | +5.7% | +8.2% |
| 3M | +11.5% | -8.3% | +19.9% | +16.1% |
| 6M | +8.9% | -2.4% | +11.3% | +7.9% |
| YTD | +3.4% | +9.0% | -5.6% | -4.5% |
| 1Y | +7.2% | +9.2% | -2.0% | -1.2% |
| 3Y | +43.3% | +26.3% | +17.0% | +15.6% |
| All | -31.9% | +8.3% | -40.2% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling