+1,319.3%
MU vs HON
+4.8%
+1,314.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -1.0% | -1.1% |
| 7D | +7.2% | -0.8% | +8.0% | +7.8% |
| 30D | +14.0% | -15.2% | +29.1% | +27.5% |
| 3M | +5.4% | -6.0% | +11.4% | +10.0% |
| 6M | +170.3% | -14.9% | +185.2% | +201.6% |
| YTD | +250.7% | +3.2% | +247.5% | +240.8% |
| 1Y | +662.1% | 0.0% | +662.1% | +652.8% |
| 3Y | +1,341.2% | +21.5% | +1,319.7% | +1,091.1% |
| 5Y | +1,319.3% | +4.0% | +1,315.3% | +1,148.2% |
| All | +1,319.3% | +4.8% | +1,314.5% | +1,148.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling