+5,634.3%
HON vs DOC
+2,974.4%
+2,659.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.5% |
| 7D | -3.6% | -1.5% | -2.1% | -3.2% |
| 30D | -15.3% | -4.8% | -10.5% | -14.0% |
| 3M | -7.9% | +6.9% | -14.8% | -10.0% |
| 6M | -18.1% | +20.7% | -38.8% | -23.5% |
| YTD | +3.8% | +34.1% | -30.3% | -6.4% |
| 1Y | +0.5% | +22.6% | -22.2% | -7.0% |
| 3Y | +19.8% | +20.8% | -1.1% | +9.4% |
| 5Y | +2.9% | -24.9% | +27.8% | +8.6% |
| 10Y | +134.6% | -1.8% | +136.5% | +117.8% |
| All | +5,634.3% | +2,974.4% | +2,659.9% | +2,143.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling