-58.5%
FIG vs HON
-1.5%
-57.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | -3.8% | -3.5% | -0.4% | -3.9% |
| 30D | -2.3% | -13.8% | +11.4% | -2.9% |
| 3M | +20.0% | -11.7% | +31.6% | +19.4% |
| 6M | -16.7% | -18.7% | +2.1% | -16.1% |
| YTD | -37.9% | +0.2% | -38.2% | -40.5% |
| 1Y | -58.5% | -3.1% | -55.5% | -54.6% |
| All | -58.5% | -1.5% | -57.0% | -54.6% |
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