+181.3%
MS vs HON
+19.6%
+161.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.2% |
| 7D | +1.4% | -3.6% | +5.0% | +3.0% |
| 30D | -0.3% | -15.3% | +15.0% | +7.3% |
| 3M | +0.3% | -7.9% | +8.2% | +3.2% |
| 6M | +31.3% | -18.1% | +49.4% | +43.1% |
| YTD | +24.7% | +3.8% | +20.8% | +19.1% |
| 1Y | +47.9% | +0.5% | +47.4% | +43.3% |
| All | +181.3% | +19.6% | +161.7% | +129.9% |
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 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