+14,700.0%
MO vs HON
+5,657.9%
+9,042.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.9% |
| 7D | -2.0% | -0.8% | -1.2% | -1.8% |
| 30D | -0.3% | -15.2% | +14.9% | +3.5% |
| 3M | -2.9% | -6.0% | +3.0% | -2.1% |
| 6M | +5.8% | -14.9% | +20.7% | +8.9% |
| YTD | +22.0% | +3.2% | +18.9% | +19.8% |
| 1Y | +10.7% | 0.0% | +10.7% | +9.3% |
| 3Y | +94.4% | +21.5% | +72.9% | +81.6% |
| 5Y | +97.2% | +4.0% | +93.1% | +89.7% |
| 10Y | +103.0% | +138.4% | -35.4% | +61.3% |
| All | +14,700.0% | +5,657.9% | +9,042.2% | +5,322.0% |
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