-42.3%
MSTR vs HON
+12.4%
-54.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.1% | +4.6% |
| 7D | -1.8% | +4.2% | -6.0% | -2.8% |
| 30D | -13.3% | +6.7% | -20.0% | -14.7% |
| 3M | +46.0% | -7.9% | +53.9% | +49.1% |
| 6M | -22.4% | +4.8% | -27.3% | -25.9% |
| YTD | -6.2% | +13.2% | -19.4% | -3.2% |
| 1Y | -42.3% | +13.1% | -55.3% | -40.1% |
| All | -42.3% | +12.4% | -54.7% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling