+12.0%
HON vs DOCN
-29.3%
+41.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | +0.2% |
| 7D | +1.4% | +19.1% | -17.7% | 0.0% |
| 30D | +7.5% | -21.0% | +28.5% | +9.1% |
| 3M | -4.3% | -34.7% | +30.4% | -1.9% |
| 6M | -1.5% | -45.8% | +44.2% | +1.7% |
| YTD | +10.5% | +79.4% | -68.8% | 0.0% |
| 1Y | +8.5% | +91.0% | -82.5% | -2.5% |
| 3Y | +28.0% | +237.5% | -209.4% | +4.6% |
| All | +12.0% | -29.3% | +41.3% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 5y: compounded portfolio wealth divided by compounded DOCN 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…
5y analysis · Full analysis span regression · 6 months rolling