+1,022.8%
NBIS vs HON
-4.0%
+1,026.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -0.8% | -3.5% | +2.6% | +1.2% |
| 30D | -13.4% | -13.8% | +0.4% | -5.6% |
| 3M | +1.0% | -11.7% | +12.7% | +9.0% |
| 6M | +100.5% | -18.7% | +119.2% | +124.0% |
| YTD | +168.3% | +0.2% | +168.0% | +174.7% |
| 1Y | +151.8% | -3.1% | +154.8% | +161.0% |
| All | +1,022.8% | -4.0% | +1,026.8% | +990.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling