+45.4%
MRK vs HON
+17.2%
+28.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -4.3% | -3.5% | -0.8% | -3.5% |
| 30D | +8.3% | -13.8% | +22.0% | +11.7% |
| 3M | +20.0% | -11.7% | +31.7% | +22.7% |
| 6M | +25.7% | -18.7% | +44.4% | +31.0% |
| YTD | +38.7% | +0.2% | +38.5% | +37.2% |
| 1Y | +74.7% | -3.1% | +77.7% | +74.0% |
| 3Y | +45.4% | +17.0% | +28.4% | +41.5% |
| All | +45.4% | +17.2% | +28.2% | +41.5% |
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