+13.1%
HON vs MP
-35.7%
+48.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.1% | +7.0% | +2.3% |
| 7D | +4.2% | -12.5% | +16.7% | +5.1% |
| 30D | +6.7% | -23.3% | +30.0% | +8.5% |
| 3M | -7.9% | -24.4% | +16.5% | -6.5% |
| 6M | +4.8% | -45.8% | +50.6% | +8.5% |
| YTD | +13.2% | -28.9% | +42.1% | +15.5% |
| 1Y | +13.1% | -34.6% | +47.6% | +15.2% |
| All | +13.1% | -35.7% | +48.7% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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