+72.7%
NEM vs HON
+1.2%
+71.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -2.3% |
| 7D | +0.3% | -3.6% | +3.9% | +2.1% |
| 30D | +23.1% | -15.3% | +38.3% | +33.8% |
| 3M | +18.5% | -7.9% | +26.4% | +22.2% |
| 6M | +7.8% | -18.1% | +25.8% | +15.9% |
| YTD | +29.1% | +3.8% | +25.3% | +30.2% |
| 1Y | +72.7% | +0.5% | +72.2% | +75.1% |
| All | +72.7% | +1.2% | +71.5% | +75.1% |
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 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