+1,458.7%
DIS vs HON
+5,695.7%
-4,237.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.2% |
| 7D | -2.6% | -3.6% | +1.0% | -1.0% |
| 30D | +3.5% | -15.3% | +18.8% | +11.1% |
| 3M | +6.8% | -7.9% | +14.7% | +9.7% |
| 6M | +3.0% | -18.1% | +21.0% | +11.2% |
| YTD | -6.7% | +3.8% | -10.6% | -9.6% |
| 1Y | -10.1% | +0.5% | -10.6% | -11.8% |
| 3Y | +33.0% | +19.8% | +13.3% | +19.4% |
| 5Y | -40.0% | +2.9% | -42.9% | -42.3% |
| 10Y | +21.1% | +134.6% | -113.6% | -18.5% |
| All | +1,458.7% | +5,695.7% | -4,237.0% | +223.5% |
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