+519.5%
HON vs MUB
+76.3%
+443.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +0.9% | +0.9% |
| 7D | -3.6% | -0.9% | -2.7% | -3.2% |
| 30D | -15.3% | -1.4% | -13.8% | -14.6% |
| 3M | -7.9% | -2.2% | -5.7% | -6.8% |
| 6M | -18.1% | -1.9% | -16.2% | -17.2% |
| YTD | +3.8% | -0.8% | +4.6% | +4.3% |
| 1Y | +0.5% | +2.7% | -2.3% | -0.8% |
| 3Y | +19.8% | +8.6% | +11.2% | +15.0% |
| 5Y | +2.9% | +2.0% | +0.9% | +1.7% |
| 10Y | +134.6% | +17.9% | +116.7% | +123.8% |
| All | +519.5% | +76.3% | +443.2% | +440.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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