+6,169.9%
MU vs HON
+136.6%
+6,033.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.3% | +4.0% |
| 7D | +7.5% | -0.6% | +8.1% | +7.9% |
| 30D | +19.4% | -15.4% | +34.8% | +35.2% |
| 3M | +9.8% | -9.1% | +19.0% | +18.0% |
| 6M | +164.1% | -17.1% | +181.2% | +203.6% |
| YTD | +260.3% | +1.5% | +258.8% | +252.3% |
| 1Y | +661.2% | -1.3% | +662.5% | +656.1% |
| 3Y | +1,380.8% | +19.5% | +1,361.3% | +1,131.6% |
| 5Y | +1,346.4% | +3.1% | +1,343.3% | +1,241.9% |
| 10Y | +6,169.9% | +138.4% | +6,031.6% | +3,146.1% |
| All | +6,169.9% | +136.6% | +6,033.4% | +3,146.1% |
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