+106.8%
HON vs FND
+66.0%
+40.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.8% | +0.6% |
| 7D | -3.6% | -5.2% | +1.6% | -2.5% |
| 30D | -15.3% | -19.9% | +4.6% | -11.3% |
| 3M | -7.9% | +2.7% | -10.6% | -8.9% |
| 6M | -18.1% | -21.7% | +3.6% | -14.6% |
| YTD | +3.8% | -17.5% | +21.3% | +6.6% |
| 1Y | +0.5% | -39.3% | +39.8% | +9.5% |
| 3Y | +19.8% | -49.8% | +69.5% | +31.1% |
| 5Y | +2.9% | -60.1% | +63.0% | +13.3% |
| All | +106.8% | +66.0% | +40.8% | +66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling