+6.8%
NOW vs HON
+3.2%
+3.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -3.9% | -3.4% |
| 7D | -2.4% | -3.6% | +1.2% | -0.8% |
| 30D | +20.5% | -15.3% | +35.8% | +29.2% |
| 3M | +18.3% | -7.9% | +26.2% | +20.7% |
| 6M | +24.1% | -18.1% | +42.1% | +34.3% |
| YTD | -7.8% | +3.8% | -11.6% | -14.0% |
| 1Y | -21.4% | +0.5% | -21.9% | -25.5% |
| 3Y | +19.5% | +19.8% | -0.2% | -6.0% |
| All | +6.8% | +3.2% | +3.6% | -13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling