+3.1%
HON vs NDAQ
+52.5%
-49.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -0.6% | -1.6% | +1.0% | -0.1% |
| 30D | -15.4% | -1.5% | -13.9% | -15.0% |
| 3M | -9.1% | +8.0% | -17.2% | -11.8% |
| 6M | -17.1% | +7.7% | -24.8% | -19.6% |
| YTD | +1.5% | -2.3% | +3.9% | +1.5% |
| 1Y | -1.3% | +0.6% | -1.9% | -2.6% |
| 3Y | +19.5% | +90.9% | -71.4% | -10.1% |
| 5Y | +3.1% | +52.5% | -49.4% | -18.2% |
| All | +3.1% | +52.5% | -49.5% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling