+1,095.7%
HON vs NDAQ
+2,627.5%
-1,531.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +1.4% | +1.3% | +0.2% | +1.1% |
| 30D | +7.5% | +18.0% | -10.5% | +2.6% |
| 3M | -4.3% | +11.5% | -15.9% | -7.3% |
| 6M | -1.5% | +21.1% | -22.6% | -7.1% |
| YTD | +10.5% | +12.8% | -2.3% | +5.8% |
| 1Y | +8.5% | +25.7% | -17.2% | +0.7% |
| 3Y | +28.0% | +116.8% | -88.8% | +1.1% |
| 5Y | +12.0% | +67.3% | -55.2% | -5.7% |
| 10Y | +155.4% | +473.3% | -317.9% | +54.4% |
| All | +1,095.7% | +2,627.5% | -1,531.9% | +462.2% |
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 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