+2,396.1%
MUU vs HON
+0.7%
+2,395.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -8.2% | -3.5% | -4.8% | -3.8% |
| 30D | +10.2% | -13.8% | +23.9% | +33.7% |
| 3M | -26.5% | -11.7% | -14.8% | -12.6% |
| 6M | +227.2% | -18.7% | +246.0% | +338.1% |
| YTD | +527.4% | +0.2% | +527.2% | +539.0% |
| 1Y | +1,843.7% | -3.1% | +1,846.7% | +1,948.2% |
| All | +2,396.1% | +0.7% | +2,395.3% | +2,209.9% |
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