+10.4%
HON vs DOCS
-38.0%
+48.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.7% | -0.3% |
| 7D | -0.4% | -4.2% | +3.8% | -0.2% |
| 30D | +8.6% | +8.6% | 0.0% | +8.4% |
| 3M | -0.8% | +27.2% | -28.0% | -1.4% |
| 6M | -0.1% | +26.5% | -26.6% | -1.6% |
| YTD | +12.8% | -25.0% | +37.7% | +11.9% |
| 1Y | +10.4% | -37.0% | +47.4% | +11.5% |
| All | +10.4% | -38.0% | +48.4% | +11.5% |
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