+593.0%
HON vs NVMI
+1,965.6%
-1,372.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | -3.5% | -0.1% | -3.4% | -3.5% |
| 30D | -13.8% | -8.4% | -5.4% | -13.1% |
| 3M | -11.7% | -33.6% | +21.9% | -8.6% |
| 6M | -18.7% | -14.7% | -4.1% | -18.2% |
| YTD | +0.2% | +13.2% | -13.0% | -2.1% |
| 1Y | -3.1% | +29.0% | -32.1% | -6.8% |
| 3Y | +17.0% | +215.0% | -198.0% | +0.9% |
| 5Y | +2.0% | +268.6% | -266.5% | -14.3% |
| 10Y | +135.4% | +3,124.7% | -2,989.3% | +62.0% |
| All | +593.0% | +1,965.6% | -1,372.6% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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