+645.5%
MSTR vs HON
+136.7%
+508.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.2% |
| 7D | -11.2% | -2.6% | -8.6% | -9.5% |
| 30D | +33.8% | -11.9% | +45.7% | +45.8% |
| 3M | +11.5% | -6.1% | +17.5% | +13.8% |
| 6M | -7.2% | -19.2% | +12.0% | +5.9% |
| YTD | -15.4% | +0.2% | -15.5% | -18.2% |
| 1Y | -60.6% | -1.5% | -59.1% | -61.7% |
| 3Y | +260.8% | +17.9% | +242.9% | +207.6% |
| 5Y | +108.8% | +1.9% | +106.9% | +100.8% |
| All | +645.5% | +136.7% | +508.8% | +391.4% |
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