+553.7%
MS vs HON
+161.5%
+392.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.5% |
| 7D | +0.8% | +1.9% | -1.1% | -0.6% |
| 30D | -0.7% | +9.9% | -10.6% | -7.8% |
| 3M | -12.4% | -5.8% | -6.6% | -8.8% |
| 6M | -1.7% | +3.0% | -4.7% | -6.4% |
| YTD | +8.0% | +13.1% | -5.0% | -5.9% |
| 1Y | +16.2% | +13.2% | +3.1% | +1.0% |
| 3Y | +171.3% | +30.8% | +140.5% | +99.6% |
| 5Y | +124.8% | +13.0% | +111.7% | +85.6% |
| 10Y | +553.7% | +161.3% | +392.4% | +166.5% |
| All | +553.7% | +161.5% | +392.2% | +166.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling