+1,628.0%
DIS vs HON
+5,984.4%
-4,356.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -1.3% |
| 7D | +5.2% | +0.8% | +4.4% | +4.8% |
| 30D | +11.5% | +5.7% | +5.7% | +8.6% |
| 3M | +11.5% | -8.3% | +19.9% | +15.4% |
| 6M | +8.9% | -2.4% | +11.3% | +8.5% |
| YTD | +3.4% | +9.0% | -5.6% | -2.2% |
| 1Y | +7.2% | +9.2% | -2.0% | +1.3% |
| 3Y | +43.3% | +26.3% | +17.0% | +25.3% |
| 5Y | -31.4% | +9.1% | -40.6% | -35.9% |
| 10Y | +37.1% | +163.4% | -126.4% | -12.2% |
| All | +1,628.0% | +5,984.4% | -4,356.4% | +250.3% |
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