+790.0%
NOW vs HON
+138.0%
+652.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.7% |
| 7D | -6.1% | -0.8% | -5.3% | -5.7% |
| 30D | +7.5% | -15.2% | +22.6% | +16.1% |
| 3M | +17.5% | -6.0% | +23.5% | +18.9% |
| 6M | +7.9% | -14.9% | +22.8% | +14.9% |
| YTD | -12.4% | +3.2% | -15.5% | -17.0% |
| 1Y | -28.6% | 0.0% | -28.6% | -31.5% |
| 3Y | +11.8% | +21.5% | -9.6% | -7.0% |
| 5Y | +2.6% | +4.0% | -1.4% | -6.8% |
| 10Y | +790.0% | +138.4% | +651.6% | +383.1% |
| All | +790.0% | +138.0% | +652.0% | +383.1% |
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 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