+1,252.0%
MSTR vs HON
+858.3%
+393.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.3% | -1.9% |
| 7D | +12.2% | -3.6% | +15.8% | +14.3% |
| 30D | +45.2% | -15.3% | +60.4% | +57.3% |
| 3M | +10.4% | -7.9% | +18.3% | +13.5% |
| 6M | -2.5% | -18.1% | +15.6% | +6.5% |
| YTD | -6.0% | +3.8% | -9.9% | -9.3% |
| 1Y | -56.4% | +0.5% | -56.9% | -57.4% |
| 3Y | +306.3% | +19.8% | +286.5% | +267.3% |
| 5Y | +100.5% | +2.9% | +97.6% | +102.1% |
| 10Y | +741.1% | +134.6% | +606.5% | +464.9% |
| All | +1,252.0% | +858.3% | +393.6% | +277.8% |
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