+1,381.0%
NET vs HON
+57.9%
+1,323.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.5% | -3.3% |
| 7D | -16.4% | +4.2% | -20.6% | -17.7% |
| 30D | -25.8% | +6.7% | -32.5% | -27.7% |
| 3M | -11.5% | -7.9% | -3.6% | -8.8% |
| 6M | +18.9% | +4.8% | +14.1% | +15.8% |
| YTD | +35.2% | +13.2% | +22.0% | +26.3% |
| 1Y | +14.5% | +13.1% | +1.4% | +6.8% |
| 3Y | +313.8% | +30.1% | +283.7% | +259.4% |
| 5Y | +32.6% | +15.1% | +17.4% | +17.7% |
| All | +1,381.0% | +57.9% | +1,323.1% | +1,316.1% |
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