+110.9%
MO vs HON
+136.9%
-26.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +0.1% | -3.5% | +3.6% | +1.4% |
| 30D | +7.1% | -13.8% | +20.9% | +12.7% |
| 3M | -2.0% | -11.7% | +9.7% | +1.7% |
| 6M | +7.3% | -18.7% | +26.0% | +14.1% |
| YTD | +23.5% | +0.2% | +23.2% | +20.4% |
| 1Y | +11.0% | -3.1% | +14.1% | +9.4% |
| 3Y | +95.0% | +17.0% | +78.0% | +73.0% |
| 5Y | +100.6% | +2.0% | +98.6% | +86.4% |
| All | +110.9% | +136.9% | -26.1% | +42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling