+29.7%
HON vs MSFU
+88.0%
-58.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +1.4% | -2.8% | +4.2% | +1.7% |
| 30D | +7.5% | -5.3% | +12.8% | +7.9% |
| 3M | -4.3% | +7.2% | -11.6% | -5.3% |
| 6M | -1.5% | +51.0% | -52.5% | -6.6% |
| YTD | +10.5% | -1.2% | +11.8% | +9.7% |
| 1Y | +8.5% | -10.3% | +18.9% | +9.4% |
| 3Y | +28.0% | +22.2% | +5.8% | +16.8% |
| All | +29.7% | +88.0% | -58.3% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 all: compounded portfolio wealth divided by compounded MSFU 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…
all analysis · Full analysis span regression · 6 months rolling