+5,596.8%
HON vs FISV
+10,554.3%
-4,957.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.4% | +0.6% |
| 7D | -0.8% | -1.6% | +0.7% | -0.4% |
| 30D | -15.2% | -3.0% | -12.2% | -14.6% |
| 3M | -6.0% | -3.5% | -2.4% | -5.8% |
| 6M | -14.9% | -19.4% | +4.5% | -10.5% |
| YTD | +3.2% | -24.3% | +27.4% | +10.1% |
| 1Y | 0.0% | -62.4% | +62.4% | +25.8% |
| 3Y | +21.5% | -58.2% | +79.7% | +43.1% |
| 5Y | +4.0% | -56.5% | +60.6% | +19.1% |
| 10Y | +138.4% | -0.5% | +138.9% | +109.2% |
| All | +5,596.8% | +10,554.3% | -4,957.5% | +1,891.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 all: compounded portfolio wealth divided by compounded FISV 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…
all analysis · Full analysis span regression · 6 months rolling