+6,164.8%
HON vs D
+2,436.6%
+3,728.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.3% |
| 7D | +2.3% | +0.8% | +1.6% | +1.9% |
| 30D | +10.2% | +10.7% | -0.5% | +5.1% |
| 3M | -6.7% | +2.3% | -9.0% | -7.9% |
| 6M | +3.3% | +12.5% | -9.2% | -2.6% |
| YTD | +13.4% | +20.1% | -6.7% | +3.5% |
| 1Y | +14.7% | +15.6% | -0.8% | +6.4% |
| 3Y | +33.4% | +75.2% | -41.8% | -0.3% |
| 5Y | +12.7% | +14.6% | -1.9% | +1.2% |
| 10Y | +164.1% | +43.8% | +120.4% | +102.4% |
| All | +6,164.8% | +2,436.6% | +3,728.1% | +1,100.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling