-1.2%
MCD vs HON
+22.1%
-23.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.7% |
| 7D | -2.8% | -3.6% | +0.8% | -2.1% |
| 30D | -6.0% | -15.3% | +9.2% | -2.8% |
| 3M | -5.6% | -7.9% | +2.3% | -4.4% |
| 6M | -21.9% | -18.1% | -3.8% | -18.9% |
| YTD | -14.7% | +3.8% | -18.5% | -16.3% |
| 1Y | -17.3% | +0.5% | -17.8% | -18.3% |
| All | -1.2% | +22.1% | -23.4% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling