-55.8%
FIG vs HON
+1.2%
-57.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.3% | -4.4% |
| 7D | -16.3% | -3.6% | -12.7% | -16.3% |
| 30D | -14.3% | -15.3% | +1.0% | -14.4% |
| 3M | +7.2% | -7.9% | +15.0% | +7.0% |
| 6M | -18.6% | -18.1% | -0.6% | -17.4% |
| YTD | -35.5% | +3.8% | -39.3% | -39.0% |
| 1Y | -55.8% | +0.5% | -56.3% | -52.3% |
| All | -55.8% | +1.2% | -57.0% | -52.3% |
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