-17.1%
NOW vs HON
+33.3%
-50.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.3% | +0.2% |
| 7D | -3.1% | +2.3% | -5.4% | -3.3% |
| 30D | -27.0% | +10.2% | -37.3% | -28.0% |
| 3M | -17.7% | -6.7% | -11.0% | -17.0% |
| 6M | +12.7% | +3.3% | +9.4% | +11.8% |
| YTD | -32.9% | +13.4% | -46.4% | -36.2% |
| 1Y | -40.4% | +14.7% | -55.1% | -43.5% |
| 3Y | -17.1% | +33.4% | -50.5% | -26.6% |
| All | -17.1% | +33.3% | -50.4% | -26.6% |
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 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