+1.5%
HON vs NVT
+419.5%
-418.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.6% | -1.0% |
| 7D | -3.5% | +4.1% | -7.5% | -4.4% |
| 30D | -13.8% | -5.1% | -8.6% | -12.9% |
| 3M | -11.7% | -1.2% | -10.5% | -12.2% |
| 6M | -18.7% | +46.6% | -65.3% | -27.3% |
| YTD | +0.2% | +60.0% | -59.7% | -12.6% |
| 1Y | -3.1% | +70.8% | -73.8% | -17.5% |
| 3Y | +17.0% | +187.5% | -170.6% | -21.7% |
| All | +1.5% | +419.5% | -418.1% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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