+67.5%
MA vs HON
+4.8%
+62.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.1% |
| 7D | -1.8% | -0.8% | -0.9% | -1.4% |
| 30D | +1.4% | -15.2% | +16.6% | +9.2% |
| 3M | +17.7% | -6.0% | +23.7% | +19.4% |
| 6M | +9.7% | -14.9% | +24.6% | +16.6% |
| YTD | +0.5% | +3.2% | -2.7% | -4.5% |
| 1Y | -2.1% | 0.0% | -2.1% | -5.6% |
| 3Y | +40.1% | +21.5% | +18.6% | +16.2% |
| 5Y | +67.5% | +4.0% | +63.5% | +51.6% |
| All | +67.5% | +4.8% | +62.7% | +51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling