+33.4%
HON vs MPC
+187.3%
-153.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.6% | -0.5% | +3.7% |
| 7D | +2.3% | -9.4% | +11.7% | +3.0% |
| 30D | +10.2% | -14.3% | +24.6% | +11.3% |
| 3M | -6.7% | +31.1% | -37.8% | -9.6% |
| 6M | +3.3% | +60.3% | -56.9% | -2.7% |
| YTD | +13.4% | +142.5% | -129.1% | -2.3% |
| 1Y | +14.7% | +104.6% | -89.9% | +2.1% |
| 3Y | +33.4% | +191.7% | -158.3% | +8.4% |
| All | +33.4% | +187.3% | -153.8% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling