+28.0%
HON vs DOCS
+39.4%
-11.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.1% |
| 7D | +1.4% | +2.6% | -1.1% | +1.3% |
| 30D | +7.5% | +11.4% | -3.9% | +7.0% |
| 3M | -4.3% | +25.4% | -29.7% | -5.2% |
| 6M | -1.5% | +42.5% | -44.1% | -3.4% |
| YTD | +10.5% | -24.7% | +35.2% | +11.1% |
| 1Y | +8.5% | -32.9% | +41.5% | +9.6% |
| 3Y | +28.0% | +39.6% | -11.6% | +27.7% |
| All | +28.0% | +39.4% | -11.3% | +27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling