+156.2%
HON vs MSCI
+799.8%
-643.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.4% |
| 7D | +3.6% | -0.7% | +4.2% | +3.8% |
| 30D | +7.8% | +16.2% | -8.4% | +2.7% |
| 3M | -4.8% | +16.1% | -20.9% | -9.4% |
| 6M | -1.7% | +12.9% | -14.6% | -6.3% |
| YTD | +10.7% | +14.8% | -4.1% | +4.0% |
| 1Y | +7.8% | +13.8% | -6.0% | +1.5% |
| 3Y | +28.1% | +31.2% | -3.2% | +12.3% |
| 5Y | +12.2% | +5.6% | +6.6% | +3.1% |
| All | +156.2% | +799.8% | -643.6% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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