+499.0%
MA vs HON
+136.7%
+362.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | +0.5% |
| 7D | -3.5% | -2.6% | -0.8% | -1.8% |
| 30D | +0.7% | -11.9% | +12.6% | +9.0% |
| 3M | +15.8% | -6.1% | +21.9% | +18.3% |
| 6M | +10.2% | -19.2% | +29.4% | +23.7% |
| YTD | -0.5% | +0.2% | -0.6% | -4.5% |
| 1Y | -1.8% | -1.5% | -0.3% | -5.1% |
| 3Y | +38.7% | +17.9% | +20.8% | +14.0% |
| 5Y | +67.6% | +1.9% | +65.7% | +51.9% |
| All | +499.0% | +136.7% | +362.2% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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