+6,150.3%
HON vs DOC
+2,934.4%
+3,215.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.0% |
| 7D | +4.2% | +8.7% | -4.5% | +1.5% |
| 30D | +6.7% | +7.6% | -0.9% | +4.2% |
| 3M | -7.9% | -5.3% | -2.6% | -6.4% |
| 6M | +4.8% | +27.6% | -22.8% | -3.9% |
| YTD | +13.2% | +32.4% | -19.2% | +2.3% |
| 1Y | +13.1% | +22.9% | -9.8% | +4.6% |
| 3Y | +30.1% | +43.1% | -13.0% | +12.7% |
| 5Y | +15.1% | -21.4% | +36.5% | +19.6% |
| 10Y | +173.5% | +16.8% | +156.7% | +141.0% |
| All | +6,150.3% | +2,934.4% | +3,215.9% | +2,352.6% |
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