+592.6%
MA vs HON
+159.6%
+433.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.4% |
| 7D | -1.8% | -0.4% | -1.4% | -1.7% |
| 30D | +11.0% | +8.6% | +2.4% | +5.1% |
| 3M | +17.9% | -0.8% | +18.6% | +17.9% |
| 6M | +33.2% | -0.1% | +33.2% | +30.0% |
| YTD | +16.5% | +12.8% | +3.7% | +3.2% |
| 1Y | +19.1% | +10.4% | +8.7% | +7.0% |
| 3Y | +70.6% | +30.5% | +40.1% | +30.9% |
| 5Y | +92.1% | +15.0% | +77.1% | +60.4% |
| All | +592.6% | +159.6% | +433.0% | +210.3% |
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