+30.6%
HON vs MP
+147.3%
-116.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.3% |
| 7D | -0.4% | +2.3% | -2.6% | -0.5% |
| 30D | +8.6% | -15.3% | +23.9% | +9.2% |
| 3M | -0.8% | -33.5% | +32.7% | +0.7% |
| 6M | -0.1% | -45.5% | +45.4% | +1.9% |
| YTD | +12.8% | -27.3% | +40.1% | +13.6% |
| 1Y | +10.4% | -40.7% | +51.1% | +11.8% |
| All | +30.6% | +147.3% | -116.7% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling