+95.0%
MO vs HON
+17.2%
+77.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +0.1% | -3.5% | +3.6% | +0.4% |
| 30D | +7.1% | -13.8% | +20.9% | +8.1% |
| 3M | -2.0% | -11.7% | +9.7% | -1.3% |
| 6M | +7.3% | -18.7% | +26.0% | +9.0% |
| YTD | +23.5% | +0.2% | +23.2% | +21.6% |
| 1Y | +11.0% | -3.1% | +14.1% | +9.8% |
| 3Y | +95.0% | +17.0% | +78.0% | +76.6% |
| All | +95.0% | +17.2% | +77.8% | +76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling