+99.7%
HON vs FND
+56.5%
+43.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | -3.5% | -5.8% | +2.3% | -2.3% |
| 30D | -13.8% | -20.2% | +6.5% | -9.6% |
| 3M | -11.7% | -12.0% | +0.3% | -9.8% |
| 6M | -18.7% | -18.5% | -0.2% | -16.0% |
| YTD | +0.2% | -22.3% | +22.5% | +4.2% |
| 1Y | -3.1% | -47.6% | +44.6% | +9.0% |
| 3Y | +17.0% | -49.8% | +66.7% | +28.0% |
| 5Y | +2.0% | -63.0% | +65.0% | +14.1% |
| All | +99.7% | +56.5% | +43.2% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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