+0.5%
HON vs DOW
+30.0%
-29.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.0% |
| 7D | -3.6% | -2.4% | -1.2% | -3.6% |
| 30D | -15.3% | +0.4% | -15.6% | -15.4% |
| 3M | -7.9% | -14.4% | +6.5% | -7.3% |
| 6M | -18.1% | -7.0% | -11.1% | -20.3% |
| YTD | +3.8% | +30.2% | -26.4% | -7.5% |
| 1Y | +0.5% | +29.2% | -28.7% | -12.7% |
| All | +0.5% | +30.0% | -29.5% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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