+28.0%
NBIS vs HON
+12.4%
+15.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.0% | -8.6% | -7.7% |
| 7D | -22.4% | +4.2% | -26.6% | -24.2% |
| 30D | -39.1% | +6.7% | -45.8% | -41.5% |
| 3M | -37.3% | -7.9% | -29.4% | -34.5% |
| 6M | -19.8% | +4.8% | -24.6% | -20.1% |
| YTD | +69.1% | +13.2% | +55.9% | +87.1% |
| 1Y | +28.0% | +13.1% | +15.0% | +42.0% |
| All | +28.0% | +12.4% | +15.7% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 1y: compounded portfolio wealth divided by compounded HON 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…
1y analysis · Full analysis span regression · 6 months rolling