+1,664.5%
DIS vs HON
+6,210.3%
-4,545.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +4.4% | +1.9% | +2.5% | +3.5% |
| 30D | +10.3% | +9.9% | +0.5% | +5.7% |
| 3M | +15.5% | -5.8% | +21.3% | +18.1% |
| 6M | +11.2% | +3.0% | +8.2% | +8.1% |
| YTD | +5.6% | +13.1% | -7.5% | -1.7% |
| 1Y | +7.7% | +13.2% | -5.4% | +0.2% |
| 3Y | +39.3% | +30.8% | +8.5% | +19.9% |
| 5Y | -29.5% | +13.0% | -42.5% | -35.2% |
| 10Y | +36.3% | +161.3% | -125.1% | -12.6% |
| All | +1,664.5% | +6,210.3% | -4,545.9% | +251.8% |
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 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