+2,981.5%
MUU vs HON
+1.2%
+2,980.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.0% | +10.6% | +10.4% |
| 7D | +17.4% | -3.6% | +21.0% | +22.5% |
| 30D | +24.0% | -15.3% | +39.2% | +50.7% |
| 3M | -23.9% | -7.9% | -16.0% | -14.2% |
| 6M | +284.4% | -18.1% | +302.5% | +370.0% |
| YTD | +583.7% | +3.8% | +579.9% | +647.7% |
| 1Y | +2,981.5% | +0.5% | +2,981.0% | +3,403.6% |
| All | +2,981.5% | +1.2% | +2,980.3% | +3,403.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling