+244.8%
NEE vs HON
+136.9%
+107.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -1.3% | -3.5% | +2.1% | 0.0% |
| 30D | -3.3% | -13.8% | +10.4% | +2.4% |
| 3M | -2.3% | -11.7% | +9.4% | +2.0% |
| 6M | -8.9% | -18.7% | +9.9% | -2.1% |
| YTD | +4.8% | +0.2% | +4.5% | +2.9% |
| 1Y | +18.7% | -3.1% | +21.8% | +17.8% |
| 3Y | +33.2% | +17.0% | +16.3% | +19.8% |
| 5Y | +10.9% | +2.0% | +8.8% | +4.7% |
| All | +244.8% | +136.9% | +107.9% | +156.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling