+6,288.2%
MS vs HON
+2,650.1%
+3,638.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.4% |
| 7D | +1.4% | -3.6% | +5.0% | +4.0% |
| 30D | -0.3% | -15.3% | +15.0% | +11.9% |
| 3M | +0.3% | -7.9% | +8.2% | +4.8% |
| 6M | +31.3% | -18.1% | +49.4% | +48.4% |
| YTD | +24.7% | +3.8% | +20.8% | +18.2% |
| 1Y | +47.9% | +0.5% | +47.4% | +42.4% |
| 3Y | +178.3% | +19.8% | +158.6% | +132.4% |
| 5Y | +144.9% | +2.9% | +142.0% | +125.9% |
| 10Y | +804.5% | +134.6% | +669.9% | +373.0% |
| All | +6,288.2% | +2,650.1% | +3,638.1% | +747.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling