+5,634.3%
HON vs D
+2,347.4%
+3,286.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -3.6% | +1.5% | -5.1% | -4.2% |
| 30D | -15.3% | -2.6% | -12.7% | -14.3% |
| 3M | -7.9% | 0.0% | -7.9% | -8.0% |
| 6M | -18.1% | +7.4% | -25.4% | -21.0% |
| YTD | +3.8% | +15.9% | -12.0% | -3.5% |
| 1Y | +0.5% | +18.1% | -17.6% | -7.7% |
| 3Y | +19.8% | +58.4% | -38.6% | -6.4% |
| 5Y | +2.9% | +5.2% | -2.3% | -3.8% |
| 10Y | +134.6% | +35.9% | +98.8% | +84.9% |
| All | +5,634.3% | +2,347.4% | +3,286.9% | +1,019.1% |
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