+136.0%
HON vs DOC
-2.1%
+138.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.6% |
| 7D | -3.6% | -1.5% | -2.1% | -3.1% |
| 30D | -15.3% | -4.8% | -10.5% | -13.8% |
| 3M | -7.9% | +6.9% | -14.8% | -10.4% |
| 6M | -18.1% | +20.7% | -38.8% | -24.3% |
| YTD | +3.8% | +34.1% | -30.3% | -8.0% |
| 1Y | +0.5% | +22.6% | -22.2% | -8.2% |
| 3Y | +19.8% | +20.8% | -1.1% | +7.7% |
| 5Y | +2.9% | -24.9% | +27.8% | +10.8% |
| All | +136.0% | -2.1% | +138.1% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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