-9.3%
MCD vs HON
+7.8%
-17.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.6% | +1.4% | -3.1% | -1.9% |
| 30D | +14.1% | +7.5% | +6.6% | +12.9% |
| 3M | +0.6% | -4.3% | +4.9% | +1.3% |
| 6M | 0.0% | -1.5% | +1.6% | -0.5% |
| YTD | -9.3% | +10.5% | -19.8% | -11.3% |
| 1Y | -9.3% | +8.5% | -17.8% | -11.0% |
| All | -9.3% | +7.8% | -17.1% | -11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling