+28.0%
HON vs MPC
+203.2%
-175.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.2% |
| 7D | +1.4% | +11.2% | -9.8% | +0.6% |
| 30D | +7.5% | -14.5% | +22.0% | +8.6% |
| 3M | -4.3% | +16.7% | -21.0% | -6.1% |
| 6M | -1.5% | +67.6% | -69.1% | -7.4% |
| YTD | +10.5% | +157.9% | -147.4% | -5.2% |
| 1Y | +8.5% | +116.7% | -108.1% | -3.7% |
| 3Y | +28.0% | +199.8% | -171.7% | +4.6% |
| All | +28.0% | +203.2% | -175.2% | +4.6% |
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