-74.7%
NKE vs HON
+1.1%
-75.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -4.2% | -3.5% | -0.7% | -2.1% |
| 30D | -8.2% | -13.8% | +5.6% | +0.3% |
| 3M | -19.1% | -11.7% | -7.4% | -14.0% |
| 6M | -32.6% | -18.7% | -13.9% | -24.8% |
| YTD | -40.7% | +0.2% | -41.0% | -43.3% |
| 1Y | -48.9% | -3.1% | -45.8% | -50.1% |
| 3Y | -59.2% | +17.0% | -76.2% | -66.3% |
| All | -74.7% | +1.1% | -75.9% | -77.8% |
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 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