+1,046.2%
MSTR vs HON
+943.4%
+102.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | -10.7% | +1.9% | -12.6% | -11.5% |
| 30D | -21.6% | +9.9% | -31.4% | -25.2% |
| 3M | +24.4% | -5.8% | +30.2% | +27.8% |
| 6M | -35.5% | +3.0% | -38.4% | -37.3% |
| YTD | -20.3% | +13.1% | -33.4% | -26.3% |
| 1Y | -49.3% | +13.2% | -62.5% | -53.2% |
| 3Y | +137.8% | +30.8% | +107.0% | +105.6% |
| 5Y | +48.3% | +13.0% | +35.3% | +42.3% |
| 10Y | +526.8% | +161.3% | +365.5% | +300.3% |
| All | +1,046.2% | +943.4% | +102.8% | +207.0% |
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 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