-3.1%
HON vs NDAQ
-2.2%
-0.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.2% |
| 7D | -3.5% | -5.6% | +2.1% | -2.8% |
| 30D | -13.8% | -4.4% | -9.4% | -13.3% |
| 3M | -11.7% | +5.9% | -17.5% | -12.2% |
| 6M | -18.7% | +7.7% | -26.5% | -19.3% |
| YTD | +0.2% | -5.2% | +5.4% | +1.2% |
| 1Y | -3.1% | -3.4% | +0.3% | -3.9% |
| All | -3.1% | -2.2% | -0.9% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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