+22.5%
HON vs D
+63.9%
-41.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -3.6% | +1.5% | -5.1% | -4.0% |
| 30D | -15.3% | -2.6% | -12.7% | -14.7% |
| 3M | -7.9% | 0.0% | -7.9% | -7.9% |
| 6M | -18.1% | +7.4% | -25.4% | -19.7% |
| YTD | +3.8% | +15.9% | -12.0% | -0.3% |
| 1Y | +0.5% | +18.1% | -17.6% | -4.2% |
| All | +22.5% | +63.9% | -41.3% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling