+6,434.3%
MCD vs HON
+6,194.3%
+240.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.5% |
| 7D | -1.9% | -0.4% | -1.6% | -1.9% |
| 30D | +16.6% | +8.6% | +8.0% | +14.1% |
| 3M | +0.9% | -0.8% | +1.7% | +1.0% |
| 6M | +1.5% | -0.1% | +1.6% | +0.9% |
| YTD | -8.3% | +12.8% | -21.1% | -12.0% |
| 1Y | -8.1% | +10.4% | -18.6% | -11.3% |
| 3Y | +10.3% | +30.5% | -20.1% | +0.9% |
| 5Y | +23.4% | +15.0% | +8.4% | +15.9% |
| 10Y | +205.9% | +160.5% | +45.4% | +132.4% |
| All | +6,434.3% | +6,194.3% | +240.0% | +1,779.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling