+160.5%
HON vs FN
+850.1%
-689.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.1% | -1.1% |
| 7D | -0.4% | +8.0% | -8.4% | -1.7% |
| 30D | +8.6% | -19.1% | +27.7% | +11.0% |
| 3M | -0.8% | -29.8% | +29.0% | +2.8% |
| 6M | -0.1% | -43.2% | +43.1% | +5.4% |
| YTD | +12.8% | -18.9% | +31.7% | +10.4% |
| 1Y | +10.4% | -17.9% | +28.3% | +7.3% |
| 3Y | +30.5% | +120.1% | -89.7% | -1.0% |
| 5Y | +15.0% | +206.7% | -191.7% | -21.9% |
| 10Y | +160.5% | +804.7% | -644.2% | +40.0% |
| All | +160.5% | +850.1% | -689.6% | +40.0% |
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