+164.1%
HON vs FN
+837.6%
-673.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +11.9% | -7.8% | +2.4% |
| 7D | +2.3% | +16.3% | -13.9% | -0.2% |
| 30D | +10.2% | -24.7% | +35.0% | +13.9% |
| 3M | -6.7% | -34.9% | +28.2% | -2.2% |
| 6M | +3.3% | -41.1% | +44.4% | +8.4% |
| YTD | +13.4% | -19.6% | +33.1% | +11.2% |
| 1Y | +14.7% | -18.5% | +33.2% | +11.6% |
| 3Y | +33.4% | +119.1% | -85.7% | +1.4% |
| 5Y | +12.7% | +206.9% | -194.2% | -23.4% |
| 10Y | +164.1% | +826.4% | -662.3% | +42.7% |
| All | +164.1% | +837.6% | -673.5% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling