+48.6%
MS vs HON
0.0%
+48.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +2.5% | -0.8% | +3.3% | +2.6% |
| 30D | 0.0% | -15.2% | +15.1% | +3.5% |
| 3M | +2.4% | -6.0% | +8.4% | +3.4% |
| 6M | +36.4% | -14.9% | +51.3% | +40.2% |
| YTD | +23.8% | +3.2% | +20.7% | +25.0% |
| 1Y | +48.6% | 0.0% | +48.6% | +48.3% |
| All | +48.6% | 0.0% | +48.6% | +48.3% |
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