-24.1%
NU vs HON
+12.4%
-36.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +2.4% |
| 7D | +0.2% | +4.2% | -4.0% | -1.6% |
| 30D | -21.0% | +6.7% | -27.7% | -23.2% |
| 3M | -16.3% | -7.9% | -8.4% | -13.1% |
| 6M | -15.3% | +4.8% | -20.1% | -18.3% |
| YTD | -28.4% | +13.2% | -41.5% | -32.7% |
| 1Y | -24.1% | +13.1% | -37.2% | -28.9% |
| All | -24.1% | +12.4% | -36.5% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling