+132.3%
HON vs DHI
+414.5%
-282.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | -3.5% | -3.4% | -0.1% | -2.5% |
| 30D | -13.8% | -5.4% | -8.3% | -12.5% |
| 3M | -11.7% | -10.4% | -1.2% | -9.2% |
| 6M | -18.7% | -2.8% | -16.0% | -18.6% |
| YTD | +0.2% | -3.4% | +3.7% | +0.2% |
| 1Y | -3.1% | -22.9% | +19.9% | +3.0% |
| 3Y | +17.0% | +20.7% | -3.7% | +4.0% |
| 5Y | +2.0% | +62.1% | -60.1% | -20.4% |
| All | +132.3% | +414.5% | -282.2% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling