+154.0%
NEM vs HON
+1.7%
+152.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.5% |
| 7D | -3.3% | -2.6% | -0.7% | -2.3% |
| 30D | +7.8% | -11.9% | +19.7% | +13.0% |
| 3M | +36.3% | -6.1% | +42.3% | +38.9% |
| 6M | +6.6% | -19.2% | +25.8% | +14.9% |
| YTD | +27.1% | +0.2% | +27.0% | +27.4% |
| 1Y | +62.3% | -1.5% | +63.8% | +63.5% |
| 3Y | +245.1% | +17.9% | +227.1% | +225.3% |
| 5Y | +154.0% | +1.9% | +152.1% | +142.3% |
| All | +154.0% | +1.7% | +152.3% | +142.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling