+526.8%
MSTR vs HON
+161.5%
+365.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | -10.7% | +1.9% | -12.6% | -11.9% |
| 30D | -21.6% | +9.9% | -31.4% | -26.7% |
| 3M | +24.4% | -5.8% | +30.2% | +29.2% |
| 6M | -35.5% | +3.0% | -38.4% | -38.4% |
| YTD | -20.3% | +13.1% | -33.4% | -29.6% |
| 1Y | -49.3% | +13.2% | -62.5% | -55.4% |
| 3Y | +137.8% | +30.8% | +107.0% | +87.4% |
| 5Y | +48.3% | +13.0% | +35.3% | +31.4% |
| 10Y | +526.8% | +161.3% | +365.5% | +258.0% |
| All | +526.8% | +161.5% | +365.3% | +258.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling