+794.2%
MS vs HON
+138.0%
+656.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.2% |
| 7D | +2.5% | -0.8% | +3.3% | +3.1% |
| 30D | 0.0% | -15.2% | +15.1% | +13.2% |
| 3M | +2.4% | -6.0% | +8.4% | +5.6% |
| 6M | +36.4% | -14.9% | +51.3% | +51.3% |
| YTD | +23.8% | +3.2% | +20.7% | +16.3% |
| 1Y | +48.6% | 0.0% | +48.6% | +41.9% |
| 3Y | +179.1% | +21.5% | +157.7% | +118.3% |
| 5Y | +144.8% | +4.0% | +140.8% | +116.1% |
| 10Y | +794.2% | +138.4% | +655.8% | +295.9% |
| All | +794.2% | +138.0% | +656.2% | +295.9% |
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