+1.5%
HON vs NI
+96.9%
-95.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.5% | 0.0% | -3.5% | -3.5% |
| 30D | -13.8% | -1.4% | -12.4% | -13.3% |
| 3M | -11.7% | -10.6% | -1.1% | -7.8% |
| 6M | -18.7% | -9.3% | -9.4% | -15.7% |
| YTD | +0.2% | +1.1% | -0.9% | -0.3% |
| 1Y | -3.1% | +3.4% | -6.4% | -4.7% |
| 3Y | +17.0% | +67.9% | -50.9% | -6.9% |
| All | +1.5% | +96.9% | -95.4% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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