+132.3%
HON vs MDY
+177.2%
-44.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.6% |
| 7D | -3.5% | -1.9% | -1.6% | -2.0% |
| 30D | -13.8% | -4.6% | -9.1% | -10.3% |
| 3M | -11.7% | -1.2% | -10.4% | -10.8% |
| 6M | -18.7% | +9.2% | -27.9% | -24.3% |
| YTD | +0.2% | +13.1% | -12.8% | -9.3% |
| 1Y | -3.1% | +13.0% | -16.1% | -12.4% |
| 3Y | +17.0% | +49.2% | -32.2% | -17.6% |
| 5Y | +2.0% | +47.2% | -45.2% | -28.5% |
| All | +132.3% | +177.2% | -44.9% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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