+52.7%
HON vs DOW
-17.0%
+69.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.8% |
| 7D | -3.5% | -1.4% | -2.1% | -3.0% |
| 30D | -13.8% | -3.9% | -9.8% | -12.8% |
| 3M | -11.7% | -12.7% | +1.0% | -8.3% |
| 6M | -18.7% | -13.7% | -5.0% | -17.2% |
| YTD | +0.2% | +28.4% | -28.1% | -13.6% |
| 1Y | -3.1% | +21.8% | -24.8% | -15.5% |
| 3Y | +17.0% | -35.7% | +52.7% | +28.4% |
| 5Y | +2.0% | -36.8% | +38.9% | +10.7% |
| All | +52.7% | -17.0% | +69.7% | +28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling