+3,739.1%
MRK vs HON
+5,566.3%
-1,827.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.2% |
| 7D | -2.7% | -0.6% | -2.2% | -2.6% |
| 30D | +12.7% | -15.4% | +28.1% | +17.7% |
| 3M | +24.2% | -9.1% | +33.4% | +26.8% |
| 6M | +27.8% | -17.1% | +44.9% | +33.6% |
| YTD | +42.2% | +1.5% | +40.7% | +40.5% |
| 1Y | +80.2% | -1.3% | +81.5% | +79.1% |
| 3Y | +48.4% | +19.5% | +28.8% | +38.7% |
| 5Y | +133.6% | +3.1% | +130.5% | +125.2% |
| 10Y | +236.2% | +138.4% | +97.9% | +152.8% |
| All | +3,739.1% | +5,566.3% | -1,827.2% | +1,183.3% |
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 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