+5,919.9%
HON vs D
+2,450.0%
+3,469.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.7% |
| 7D | +0.8% | +3.0% | -2.2% | -0.6% |
| 30D | +5.7% | +11.5% | -5.8% | +0.5% |
| 3M | -8.3% | +3.7% | -12.1% | -10.1% |
| 6M | -2.4% | +13.5% | -16.0% | -8.4% |
| YTD | +9.0% | +20.7% | -11.7% | -0.7% |
| 1Y | +9.2% | +18.2% | -9.0% | +0.2% |
| 3Y | +26.3% | +73.3% | -47.0% | -5.2% |
| 5Y | +9.1% | +12.3% | -3.1% | -1.1% |
| 10Y | +163.4% | +43.4% | +120.0% | +102.1% |
| All | +5,919.9% | +2,450.0% | +3,469.9% | +1,050.7% |
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