-8.2%
NVO vs HON
+12.4%
-20.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.0% | +3.0% | +4.5% |
| 7D | +10.2% | +4.2% | +6.0% | +9.2% |
| 30D | +12.4% | +6.7% | +5.7% | +10.8% |
| 3M | -3.5% | -7.9% | +4.4% | -1.4% |
| 6M | -3.8% | +4.8% | -8.6% | -7.6% |
| YTD | -13.0% | +13.2% | -26.1% | -25.3% |
| 1Y | -8.2% | +13.1% | -21.3% | -21.7% |
| All | -8.2% | +12.4% | -20.6% | -21.7% |
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 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