-16.8%
MCD vs HON
-1.7%
-15.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | -2.9% | -0.6% | -2.3% | -2.8% |
| 30D | -6.7% | -15.4% | +8.7% | -4.5% |
| 3M | -9.6% | -9.1% | -0.4% | -8.8% |
| 6M | -22.3% | -17.1% | -5.2% | -20.7% |
| YTD | -15.4% | +1.5% | -17.0% | -15.7% |
| 1Y | -16.8% | -1.3% | -15.5% | -16.1% |
| All | -16.8% | -1.7% | -15.1% | -16.1% |
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