+84.6%
MRK vs HON
+12.4%
+72.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.0% | +2.0% | +3.6% |
| 7D | +6.7% | +4.2% | +2.5% | +6.0% |
| 30D | +7.8% | +6.7% | +1.1% | +6.6% |
| 3M | +18.2% | -7.9% | +26.1% | +20.3% |
| 6M | +34.7% | +4.8% | +29.9% | +30.8% |
| YTD | +45.8% | +13.2% | +32.6% | +41.5% |
| 1Y | +84.6% | +13.1% | +71.5% | +78.3% |
| All | +84.6% | +12.4% | +72.2% | +78.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling