+15,762.5%
MA vs HON
+839.6%
+14,922.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | +1.8% | +1.9% | -0.1% | +0.4% |
| 30D | +11.8% | +9.9% | +2.0% | +4.9% |
| 3M | +17.2% | -5.8% | +22.9% | +21.0% |
| 6M | +33.4% | +3.0% | +30.4% | +27.5% |
| YTD | +16.1% | +13.1% | +3.1% | +2.9% |
| 1Y | +19.9% | +13.2% | +6.8% | +6.2% |
| 3Y | +70.1% | +30.8% | +39.3% | +32.2% |
| 5Y | +89.6% | +13.0% | +76.6% | +61.6% |
| 10Y | +568.4% | +161.3% | +407.1% | +210.7% |
| All | +15,762.5% | +839.6% | +14,922.9% | +3,120.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling