+2,423.9%
MUU vs HON
+0.6%
+2,423.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.0% | -7.5% |
| 7D | +3.6% | -2.6% | +6.2% | +7.4% |
| 30D | +22.3% | -11.9% | +34.2% | +44.5% |
| 3M | -8.2% | -6.1% | -2.1% | +1.7% |
| 6M | +256.3% | -19.2% | +275.5% | +380.3% |
| YTD | +534.4% | +0.2% | +534.3% | +546.9% |
| 1Y | +2,163.5% | -1.5% | +2,165.0% | +2,235.1% |
| All | +2,423.9% | +0.6% | +2,423.2% | +2,238.4% |
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