+142.2%
HON vs MPC
+1,148.7%
-1,006.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -2.9% | -1.3% |
| 7D | -0.8% | +3.9% | -4.7% | -1.9% |
| 30D | -15.2% | +33.8% | -48.9% | -22.1% |
| 3M | -6.0% | +49.9% | -55.8% | -16.8% |
| 6M | -14.9% | +80.9% | -95.8% | -29.5% |
| YTD | +3.2% | +147.4% | -144.3% | -22.6% |
| 1Y | 0.0% | +123.2% | -123.2% | -22.9% |
| 3Y | +21.5% | +171.7% | -150.2% | -14.6% |
| 5Y | +4.0% | +678.6% | -674.5% | -50.2% |
| All | +142.2% | +1,148.7% | -1,006.5% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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