-52.9%
NVO vs HON
+17.2%
-70.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.2% |
| 7D | -7.6% | -3.5% | -4.1% | -6.5% |
| 30D | -6.0% | -13.8% | +7.8% | -1.4% |
| 3M | -0.8% | -11.7% | +10.9% | +2.4% |
| 6M | +16.5% | -18.7% | +35.2% | +23.9% |
| YTD | -11.1% | +0.2% | -11.4% | -13.7% |
| 1Y | -16.7% | -3.1% | -13.7% | -18.1% |
| 3Y | -52.9% | +17.0% | -69.9% | -57.2% |
| All | -52.9% | +17.2% | -70.1% | -57.2% |
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