+12.2%
HON vs DOCS
-56.1%
+68.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | +3.6% | +0.1% | +3.5% | +3.5% |
| 30D | +7.8% | +8.7% | -0.9% | +7.3% |
| 3M | -4.8% | +32.9% | -37.6% | -6.5% |
| 6M | -1.7% | +25.5% | -27.2% | -3.7% |
| YTD | +10.7% | -25.0% | +35.7% | +11.6% |
| 1Y | +7.8% | -34.9% | +42.6% | +9.6% |
| 3Y | +28.1% | +39.3% | -11.3% | +20.9% |
| 5Y | +12.2% | -54.8% | +67.0% | +7.9% |
| All | +12.2% | -56.1% | +68.2% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling