+18.1%
MCHP vs HON
+1.2%
+17.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +1.0% |
| 7D | +1.7% | -3.6% | +5.3% | +3.4% |
| 30D | -4.1% | -15.3% | +11.2% | +3.3% |
| 3M | -22.5% | -7.9% | -14.6% | -19.6% |
| 6M | +7.3% | -18.1% | +25.3% | +17.5% |
| YTD | +18.4% | +3.8% | +14.5% | +12.4% |
| 1Y | +18.1% | +0.5% | +17.6% | +11.3% |
| All | +18.1% | +1.2% | +17.0% | +11.3% |
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