+73.5%
MSFT vs HON
+1.7%
+71.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | -3.5% | -2.6% | -0.8% | -2.5% |
| 30D | -2.1% | -11.9% | +9.8% | +2.7% |
| 3M | +24.2% | -6.1% | +30.2% | +25.8% |
| 6M | +21.9% | -19.2% | +41.1% | +31.4% |
| YTD | +2.5% | +0.2% | +2.3% | -1.0% |
| 1Y | -0.8% | -1.5% | +0.7% | -3.7% |
| 3Y | +50.8% | +17.9% | +32.8% | +25.8% |
| 5Y | +73.5% | +1.9% | +71.6% | +54.1% |
| All | +73.5% | +1.7% | +71.9% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling