-80.9%
FIG vs HON
-4.1%
-76.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -3.3% |
| 7D | -14.5% | -0.6% | -13.9% | -14.5% |
| 30D | -13.3% | -15.4% | +2.1% | -14.1% |
| 3M | +7.4% | -9.1% | +16.6% | +6.8% |
| 6M | -27.8% | -17.1% | -10.7% | -27.8% |
| YTD | -41.1% | +1.5% | -42.6% | -42.6% |
| 1Y | -58.7% | -1.3% | -57.4% | -60.8% |
| All | -80.9% | -4.1% | -76.8% | -82.5% |
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 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