+13.1%
HON vs DOCS
-47.4%
+60.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.3% | -4.4% | +1.8% |
| 7D | +4.2% | +1.2% | +3.0% | +4.1% |
| 30D | +6.7% | +21.3% | -14.6% | +6.1% |
| 3M | -7.9% | +58.4% | -66.3% | -9.5% |
| 6M | +4.8% | +39.3% | -34.5% | +3.1% |
| YTD | +13.2% | -21.7% | +34.9% | +13.4% |
| 1Y | +13.1% | -47.3% | +60.4% | +17.4% |
| All | +13.1% | -47.4% | +60.5% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling