+183.9%
MCD vs HON
+140.4%
+43.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | -2.0% | -0.8% | -1.2% | -1.7% |
| 30D | -6.1% | -15.2% | +9.0% | +0.3% |
| 3M | -7.3% | -6.0% | -1.3% | -5.7% |
| 6M | -20.9% | -14.9% | -6.0% | -16.4% |
| YTD | -14.7% | +3.2% | -17.8% | -17.3% |
| 1Y | -16.1% | 0.0% | -16.1% | -17.9% |
| 3Y | -1.5% | +21.5% | -23.0% | -14.0% |
| 5Y | +20.4% | +4.0% | +16.4% | +11.8% |
| All | +183.9% | +140.4% | +43.5% | +79.6% |
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