+7,830.4%
MDT vs HON
+5,657.9%
+2,172.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | +0.4% | -0.8% | +1.2% | +0.6% |
| 30D | +6.0% | -15.2% | +21.2% | +11.1% |
| 3M | +15.5% | -6.0% | +21.5% | +17.1% |
| 6M | +3.4% | -14.9% | +18.3% | +7.6% |
| YTD | -2.2% | +3.2% | -5.3% | -4.1% |
| 1Y | +2.6% | 0.0% | +2.6% | +1.3% |
| 3Y | +27.5% | +21.5% | +6.0% | +17.8% |
| 5Y | -20.1% | +4.0% | -24.1% | -23.1% |
| 10Y | +39.1% | +138.4% | -99.3% | +5.9% |
| All | +7,830.4% | +5,657.9% | +2,172.5% | +2,474.6% |
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