+327.1%
NET vs HON
+19.6%
+307.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -2.9% | -2.4% |
| 7D | -7.0% | -3.6% | -3.4% | -5.5% |
| 30D | -4.8% | -15.3% | +10.5% | +1.8% |
| 3M | +3.8% | -7.9% | +11.7% | +6.4% |
| 6M | +50.0% | -18.1% | +68.1% | +62.1% |
| YTD | +41.5% | +3.8% | +37.6% | +34.4% |
| 1Y | +32.8% | +0.5% | +32.3% | +28.3% |
| All | +327.1% | +19.6% | +307.4% | +202.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling