+525.5%
NOW vs HON
+162.4%
+363.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.3% | -1.2% |
| 7D | -3.1% | +2.3% | -5.4% | -4.2% |
| 30D | -27.0% | +10.2% | -37.3% | -30.6% |
| 3M | -17.7% | -6.7% | -11.0% | -15.3% |
| 6M | +12.7% | +3.3% | +9.4% | +8.8% |
| YTD | -32.9% | +13.4% | -46.4% | -39.6% |
| 1Y | -40.4% | +14.7% | -55.1% | -46.8% |
| 3Y | -17.1% | +33.4% | -50.5% | -34.5% |
| 5Y | -25.7% | +12.7% | -38.4% | -35.3% |
| All | +525.5% | +162.4% | +363.1% | +186.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling