+0.5%
HON vs SPMO
+29.9%
-29.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.4% |
| 7D | -3.6% | +2.0% | -5.6% | -4.2% |
| 30D | -15.3% | -0.4% | -14.9% | -15.2% |
| 3M | -7.9% | -1.9% | -6.0% | -8.3% |
| 6M | -18.1% | +25.0% | -43.1% | -25.7% |
| YTD | +3.8% | +26.0% | -22.2% | -6.2% |
| 1Y | +0.5% | +28.7% | -28.2% | -9.0% |
| All | +0.5% | +29.9% | -29.4% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling