+454.2%
MDLZ vs HON
+779.9%
-325.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.6% |
| 7D | -1.7% | -3.6% | +1.9% | -0.7% |
| 30D | -2.1% | -15.3% | +13.2% | +2.5% |
| 3M | +1.3% | -7.9% | +9.2% | +3.0% |
| 6M | +6.2% | -18.1% | +24.3% | +11.5% |
| YTD | +15.8% | +3.8% | +12.0% | +13.1% |
| 1Y | +4.1% | +0.5% | +3.6% | +2.5% |
| 3Y | -4.1% | +19.8% | -23.9% | -11.4% |
| 5Y | +13.4% | +2.9% | +10.4% | +8.7% |
| 10Y | +75.7% | +134.6% | -58.9% | +31.0% |
| All | +454.2% | +779.9% | -325.6% | +183.3% |
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 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