+6,475.2%
MCD vs HON
+5,984.4%
+490.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.5% | -1.1% |
| 7D | +7.1% | +0.8% | +6.3% | +6.9% |
| 30D | +19.8% | +5.7% | +14.0% | +18.0% |
| 3M | +0.8% | -8.3% | +9.1% | +2.9% |
| 6M | -1.3% | -2.4% | +1.1% | -1.3% |
| YTD | -7.8% | +9.0% | -16.8% | -10.6% |
| 1Y | -5.0% | +9.2% | -14.1% | -8.0% |
| 3Y | +10.5% | +26.3% | -15.8% | +2.0% |
| 5Y | +22.0% | +9.1% | +12.8% | +16.2% |
| 10Y | +216.7% | +163.4% | +53.2% | +140.2% |
| All | +6,475.2% | +5,984.4% | +490.8% | +1,808.4% |
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