+4,407.5%
MU vs HON
+154.5%
+4,253.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | +12.8% | +1.4% | +11.4% | +11.6% |
| 30D | -14.9% | +7.5% | -22.3% | -19.2% |
| 3M | -18.0% | -4.3% | -13.7% | -15.1% |
| 6M | -3.1% | -1.5% | -1.6% | -1.8% |
| YTD | +172.9% | +10.5% | +162.4% | +150.3% |
| 1Y | +228.8% | +8.5% | +220.3% | +205.8% |
| 3Y | +950.8% | +28.0% | +922.8% | +730.5% |
| 5Y | +931.3% | +12.0% | +919.2% | +798.7% |
| All | +4,407.5% | +154.5% | +4,253.0% | +1,855.3% |
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