+5.6%
HON vs MSTU
-88.1%
+93.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.8% | +5.5% | -1.1% |
| 7D | -2.6% | -22.0% | +19.4% | -2.0% |
| 30D | -11.9% | +60.3% | -72.2% | -13.5% |
| 3M | -6.1% | -3.7% | -2.4% | -6.7% |
| 6M | -19.2% | -45.2% | +26.0% | -18.8% |
| YTD | +0.2% | -64.3% | +64.5% | +0.9% |
| 1Y | -1.5% | -94.0% | +92.5% | +5.2% |
| All | +5.6% | -88.1% | +93.7% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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