+39.8%
NFLX vs HON
+27.8%
+11.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.8% |
| 7D | -2.0% | +1.4% | -3.4% | -2.2% |
| 30D | -11.9% | +7.5% | -19.4% | -13.1% |
| 3M | -20.6% | -4.3% | -16.2% | -19.8% |
| 6M | -29.0% | -1.5% | -27.5% | -29.1% |
| YTD | -33.7% | +10.5% | -44.3% | -35.8% |
| 1Y | -46.2% | +8.5% | -54.7% | -47.6% |
| 3Y | +39.8% | +28.0% | +11.7% | +32.1% |
| All | +39.8% | +27.8% | +11.9% | +32.1% |
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 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