+7,169.4%
NEE vs HON
+5,566.3%
+1,603.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.0% |
| 7D | -0.5% | -0.6% | 0.0% | -0.4% |
| 30D | -1.7% | -15.4% | +13.7% | +2.1% |
| 3M | -1.8% | -9.1% | +7.3% | 0.0% |
| 6M | -8.8% | -17.1% | +8.2% | -5.3% |
| YTD | +5.2% | +1.5% | +3.7% | +4.1% |
| 1Y | +21.3% | -1.3% | +22.7% | +20.7% |
| 3Y | +35.2% | +19.5% | +15.7% | +27.9% |
| 5Y | +10.1% | +3.1% | +7.1% | +7.6% |
| 10Y | +253.2% | +138.4% | +114.9% | +185.2% |
| All | +7,169.4% | +5,566.3% | +1,603.0% | +3,374.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling