+657.1%
HON vs FN
+3,620.5%
-2,963.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.2% | +0.5% |
| 7D | -3.6% | -1.7% | -1.9% | -3.4% |
| 30D | -15.3% | -22.0% | +6.7% | -12.6% |
| 3M | -7.9% | -43.0% | +35.1% | -1.4% |
| 6M | -18.1% | -27.7% | +9.7% | -16.4% |
| YTD | +3.8% | -10.5% | +14.3% | +1.6% |
| 1Y | +0.5% | +12.5% | -12.0% | -5.9% |
| 3Y | +19.8% | +153.8% | -134.0% | -7.1% |
| 5Y | +2.9% | +288.0% | -285.1% | -28.0% |
| 10Y | +134.6% | +906.4% | -771.8% | +35.7% |
| All | +657.1% | +3,620.5% | -2,963.4% | +250.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling