+7.0%
HON vs DOCS
-54.0%
+61.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.3% | -1.3% | -5.3% |
| 7D | -2.9% | -1.3% | -1.5% | -2.8% |
| 30D | +1.4% | +19.4% | -18.0% | +0.3% |
| 3M | -12.8% | +53.4% | -66.2% | -15.3% |
| 6M | -0.7% | +28.8% | -29.5% | -2.9% |
| YTD | +6.9% | -25.1% | +32.0% | +7.8% |
| 1Y | +6.5% | -48.1% | +54.6% | +9.8% |
| 3Y | +22.9% | +51.4% | -28.5% | +15.3% |
| 5Y | +7.0% | -51.1% | +58.1% | +3.4% |
| All | +7.0% | -54.0% | +61.0% | +3.4% |
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 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