+11.7%
HON vs DOCN
+171.0%
-159.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.8% |
| 7D | -3.6% | +1.1% | -4.7% | -3.7% |
| 30D | -15.3% | -9.6% | -5.6% | -14.7% |
| 3M | -7.9% | -37.7% | +29.8% | -5.3% |
| 6M | -18.1% | +115.2% | -133.3% | -24.8% |
| YTD | +3.8% | +133.7% | -129.9% | -5.8% |
| 1Y | +0.5% | +250.2% | -249.7% | -12.6% |
| 3Y | +19.8% | +320.3% | -300.5% | 0.0% |
| 5Y | +2.9% | +53.1% | -50.2% | -11.2% |
| All | +11.7% | +171.0% | -159.4% | -0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling