+12.2%
HON vs FN
+194.5%
-182.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -1.4% |
| 7D | +3.6% | +20.8% | -17.2% | +1.6% |
| 30D | +7.8% | -17.3% | +25.1% | +9.2% |
| 3M | -4.8% | -38.1% | +33.4% | -1.2% |
| 6M | -1.7% | -44.2% | +42.6% | +2.1% |
| YTD | +10.7% | -22.3% | +33.0% | +9.6% |
| 1Y | +7.8% | -20.9% | +28.7% | +6.1% |
| 3Y | +28.1% | +111.1% | -83.0% | +4.8% |
| 5Y | +12.2% | +191.8% | -179.7% | -19.4% |
| All | +12.2% | +194.5% | -182.3% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling