+1,023.1%
HON vs NDAQ
+2,327.9%
-1,304.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.8% | +1.5% |
| 7D | -3.6% | -2.4% | -1.1% | -2.9% |
| 30D | -15.3% | +2.5% | -17.7% | -15.9% |
| 3M | -7.9% | +9.9% | -17.8% | -10.6% |
| 6M | -18.1% | +9.4% | -27.5% | -20.5% |
| YTD | +3.8% | +0.4% | +3.4% | +2.7% |
| 1Y | +0.5% | +4.0% | -3.5% | -1.7% |
| 3Y | +19.8% | +94.4% | -74.6% | -2.5% |
| 5Y | +2.9% | +56.7% | -53.8% | -11.8% |
| 10Y | +134.6% | +375.3% | -240.7% | +49.3% |
| All | +1,023.1% | +2,327.9% | -1,304.8% | +446.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling