+5,506.3%
HON vs NI
+5,127.8%
+378.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.4% |
| 7D | -0.6% | +1.3% | -1.8% | -1.1% |
| 30D | -15.4% | -0.3% | -15.1% | -15.3% |
| 3M | -9.1% | -9.5% | +0.3% | -5.5% |
| 6M | -17.1% | -10.2% | -6.8% | -13.5% |
| YTD | +1.5% | +1.8% | -0.3% | +0.5% |
| 1Y | -1.3% | +5.7% | -7.0% | -4.0% |
| 3Y | +19.5% | +69.6% | -50.1% | -5.5% |
| 5Y | +3.1% | +95.8% | -92.7% | -24.0% |
| 10Y | +138.4% | +145.1% | -6.7% | +54.7% |
| All | +5,506.3% | +5,127.8% | +378.5% | +1,362.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling