+1,449.6%
NET vs HON
+44.9%
+1,404.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -2.9% | -2.3% |
| 7D | -7.0% | -3.6% | -3.4% | -5.6% |
| 30D | -4.8% | -15.3% | +10.5% | +1.7% |
| 3M | +3.8% | -7.9% | +11.7% | +6.6% |
| 6M | +50.0% | -18.1% | +68.1% | +61.1% |
| YTD | +41.5% | +3.8% | +37.6% | +36.9% |
| 1Y | +32.8% | +0.5% | +32.3% | +30.1% |
| 3Y | +335.9% | +19.8% | +316.1% | +292.5% |
| 5Y | +113.8% | +2.9% | +110.9% | +96.9% |
| All | +1,449.6% | +44.9% | +1,404.7% | +1,435.5% |
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