+5,596.8%
HON vs MKC
+3,364.7%
+2,232.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -0.8% | -4.3% | +3.5% | +0.4% |
| 30D | -15.2% | -2.0% | -13.2% | -14.8% |
| 3M | -6.0% | +10.0% | -16.0% | -9.1% |
| 6M | -14.9% | -18.5% | +3.6% | -10.5% |
| YTD | +3.2% | -22.4% | +25.6% | +9.7% |
| 1Y | 0.0% | -23.6% | +23.6% | +6.5% |
| 3Y | +21.5% | -30.4% | +51.9% | +31.5% |
| 5Y | +4.0% | -34.2% | +38.2% | +13.0% |
| 10Y | +138.4% | +26.8% | +111.5% | +107.5% |
| All | +5,596.8% | +3,364.7% | +2,232.1% | +2,441.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling