+133,470.8%
MSFT vs HON
+5,695.7%
+127,775.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.4% |
| 7D | -2.7% | -3.6% | +0.9% | -1.3% |
| 30D | +2.7% | -15.3% | +18.0% | +9.5% |
| 3M | +17.0% | -7.9% | +24.9% | +19.8% |
| 6M | +23.8% | -18.1% | +41.9% | +32.5% |
| YTD | +4.0% | +3.8% | +0.1% | +0.5% |
| 1Y | -0.8% | +0.5% | -1.3% | -3.1% |
| 3Y | +55.6% | +19.8% | +35.8% | +39.5% |
| 5Y | +72.9% | +2.9% | +70.0% | +64.7% |
| 10Y | +875.8% | +134.6% | +741.2% | +561.5% |
| All | +133,470.8% | +5,695.7% | +127,775.0% | +30,200.6% |
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