-52.0%
FIG vs HON
+7.8%
-59.8%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +3.4% | +1.4% | +2.0% | +3.2% |
| 30D | -9.5% | +7.5% | -16.9% | -8.6% |
| 3M | -26.2% | -4.3% | -21.8% | -26.5% |
| 6M | +2.7% | -1.5% | +4.2% | +4.6% |
| YTD | -48.0% | +10.5% | -58.5% | -48.3% |
| 1Y | -52.0% | +8.5% | -60.6% | -51.5% |
| All | -52.0% | +7.8% | -59.8% | -51.5% |
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