+195.2%
MCD vs HON
+154.9%
+40.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.3% |
| 7D | -1.6% | +3.6% | -5.1% | -3.0% |
| 30D | +16.0% | +7.8% | +8.2% | +12.4% |
| 3M | 0.0% | -4.8% | +4.7% | +1.8% |
| 6M | +0.9% | -1.7% | +2.6% | +0.4% |
| YTD | -8.7% | +10.7% | -19.4% | -14.3% |
| 1Y | -8.6% | +7.8% | -16.3% | -13.2% |
| 3Y | +9.9% | +28.1% | -18.2% | -6.2% |
| 5Y | +22.6% | +12.2% | +10.5% | +10.1% |
| All | +195.2% | +154.9% | +40.4% | +84.7% |
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