+5.4%
HON vs MLM
+41.9%
-36.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | +0.5% |
| 7D | -3.6% | -2.9% | -0.7% | -2.5% |
| 30D | -15.3% | -6.8% | -8.4% | -12.9% |
| 3M | -7.9% | -11.2% | +3.3% | -3.5% |
| 6M | -18.1% | -21.8% | +3.8% | -9.9% |
| YTD | +3.8% | -17.0% | +20.8% | +11.1% |
| 1Y | +0.5% | -16.4% | +16.9% | +7.0% |
| 3Y | +19.8% | +14.5% | +5.3% | +8.9% |
| All | +5.4% | +41.9% | -36.5% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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