+13.0%
HON vs DOCN
-30.4%
+43.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | +1.9% | -12.1% | +14.0% | +2.8% |
| 30D | +9.9% | -41.0% | +50.9% | +14.0% |
| 3M | -5.8% | -38.7% | +32.9% | -2.9% |
| 6M | +3.0% | -51.5% | +54.5% | +7.4% |
| YTD | +13.1% | +65.3% | -52.2% | +3.1% |
| 1Y | +13.2% | +53.9% | -40.7% | +3.9% |
| 3Y | +30.8% | +215.6% | -184.8% | +7.7% |
| 5Y | +13.0% | -26.2% | +39.2% | -2.5% |
| All | +13.0% | -30.4% | +43.5% | -2.5% |
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