+893.4%
MU vs HON
+13.8%
+879.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.1% | +2.2% | +3.4% |
| 7D | -12.0% | +2.3% | -14.4% | -12.9% |
| 30D | -28.7% | +10.2% | -39.0% | -33.2% |
| 3M | -16.4% | -6.7% | -9.7% | -12.3% |
| 6M | -1.8% | +3.3% | -5.1% | -3.6% |
| YTD | +157.1% | +13.4% | +143.6% | +134.5% |
| 1Y | +208.5% | +14.7% | +193.8% | +178.9% |
| 3Y | +906.2% | +33.4% | +872.7% | +682.3% |
| 5Y | +893.4% | +12.7% | +880.7% | +693.3% |
| All | +893.4% | +13.8% | +879.6% | +693.3% |
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 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