+27.0%
NFLX vs HON
+1.7%
+25.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.6% |
| 7D | -8.1% | -2.6% | -5.4% | -7.0% |
| 30D | +1.6% | -11.9% | +13.5% | +7.4% |
| 3M | -7.3% | -6.1% | -1.2% | -5.8% |
| 6M | -21.6% | -19.2% | -2.4% | -14.4% |
| YTD | -18.9% | +0.2% | -19.1% | -21.6% |
| 1Y | -39.1% | -1.5% | -37.6% | -40.8% |
| 3Y | +71.7% | +17.9% | +53.7% | +39.2% |
| 5Y | +27.0% | +1.9% | +25.0% | +7.4% |
| All | +27.0% | +1.7% | +25.3% | +7.4% |
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