+17.9%
NOW vs HON
+22.1%
-4.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -3.9% | -3.1% |
| 7D | -2.4% | -3.6% | +1.2% | -1.9% |
| 30D | +20.5% | -15.3% | +35.8% | +23.5% |
| 3M | +18.3% | -7.9% | +26.2% | +19.0% |
| 6M | +24.1% | -18.1% | +42.1% | +28.4% |
| YTD | -7.8% | +3.8% | -11.6% | -11.4% |
| 1Y | -21.4% | +0.5% | -21.9% | -23.7% |
| All | +17.9% | +22.1% | -4.3% | -0.8% |
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 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