+283.2%
MSTR vs HON
+22.0%
+261.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.0% |
| 7D | +9.3% | -0.8% | +10.1% | +10.0% |
| 30D | +36.5% | -15.2% | +51.7% | +52.1% |
| 3M | +7.3% | -6.0% | +13.3% | +8.0% |
| 6M | +2.2% | -14.9% | +17.1% | +12.2% |
| YTD | -10.2% | +3.2% | -13.3% | -16.9% |
| 1Y | -58.6% | 0.0% | -58.6% | -60.8% |
| 3Y | +283.2% | +21.5% | +261.7% | +199.0% |
| All | +283.2% | +22.0% | +261.2% | +199.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling