+194.3%
NOK vs HON
+17.2%
+177.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +11.0% | -3.5% | +14.4% | +12.4% |
| 30D | +7.8% | -13.8% | +21.6% | +13.8% |
| 3M | -21.0% | -11.7% | -9.3% | -17.7% |
| 6M | +40.9% | -18.7% | +59.6% | +51.0% |
| YTD | +72.0% | +0.2% | +71.8% | +70.5% |
| 1Y | +140.9% | -3.1% | +144.0% | +141.5% |
| 3Y | +194.3% | +17.0% | +177.3% | +159.4% |
| All | +194.3% | +17.2% | +177.1% | +159.4% |
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 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