+21.5%
HON vs DAR
+14.9%
+6.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -1.0% |
| 7D | -0.8% | -0.9% | 0.0% | -0.7% |
| 30D | -15.2% | +13.0% | -28.1% | -16.4% |
| 3M | -6.0% | +15.0% | -21.0% | -7.7% |
| 6M | -14.9% | +26.8% | -41.7% | -18.0% |
| YTD | +3.2% | +86.4% | -83.3% | -6.2% |
| 1Y | 0.0% | +115.1% | -115.1% | -11.2% |
| 3Y | +21.5% | +14.6% | +6.9% | +14.0% |
| All | +21.5% | +14.9% | +6.6% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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