+17.6%
MDLZ vs HON
+2.6%
+15.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.7% |
| 7D | 0.0% | -0.6% | +0.5% | +0.1% |
| 30D | +1.4% | -15.4% | +16.8% | +5.6% |
| 3M | 0.0% | -9.1% | +9.2% | +1.7% |
| 6M | +9.1% | -17.1% | +26.2% | +13.7% |
| YTD | +17.9% | +1.5% | +16.4% | +15.1% |
| 1Y | +3.2% | -1.3% | +4.5% | +1.4% |
| 3Y | -2.5% | +19.5% | -22.0% | -12.7% |
| 5Y | +17.6% | +3.1% | +14.5% | +9.2% |
| All | +17.6% | +2.6% | +15.0% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling