+74.9%
HON vs NVT
+712.1%
-637.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -0.7% |
| 7D | -0.6% | +7.0% | -7.6% | -3.0% |
| 30D | -15.4% | -2.3% | -13.1% | -15.0% |
| 3M | -9.1% | -3.1% | -6.1% | -9.3% |
| 6M | -17.1% | +47.0% | -64.1% | -30.1% |
| YTD | +1.5% | +56.2% | -54.7% | -16.9% |
| 1Y | -1.3% | +74.5% | -75.9% | -23.5% |
| 3Y | +19.5% | +184.0% | -164.5% | -30.7% |
| 5Y | +3.1% | +410.8% | -407.7% | -56.8% |
| All | +74.9% | +712.1% | -637.2% | -45.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling