+176.8%
MS vs HON
+27.8%
+149.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +5.1% | +1.4% | +3.7% | +4.4% |
| 30D | +5.7% | +7.5% | -1.8% | +2.6% |
| 3M | -12.2% | -4.3% | -7.8% | -10.5% |
| 6M | -0.5% | -1.5% | +1.0% | -0.8% |
| YTD | +9.8% | +10.5% | -0.7% | +2.4% |
| 1Y | +17.7% | +8.5% | +9.2% | +10.7% |
| 3Y | +176.8% | +28.0% | +148.8% | +136.0% |
| All | +176.8% | +27.8% | +149.0% | +136.0% |
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