+155.8%
HON vs D
+48.0%
+107.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | +1.4% | -1.4% | +2.8% | +1.9% |
| 30D | +7.5% | +7.7% | -0.2% | +4.4% |
| 3M | -4.3% | -0.3% | -4.1% | -4.4% |
| 6M | -1.5% | +10.1% | -11.6% | -5.4% |
| YTD | +10.5% | +19.1% | -8.5% | +2.9% |
| 1Y | +8.5% | +15.9% | -7.4% | +2.0% |
| 3Y | +28.0% | +75.0% | -47.0% | +0.4% |
| 5Y | +12.0% | +13.4% | -1.4% | +4.0% |
| All | +155.8% | +48.0% | +107.8% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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