+17.0%
HON vs SPMO
+155.8%
-138.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -3.5% | -0.9% | -2.5% | -3.1% |
| 30D | -13.8% | -1.9% | -11.8% | -13.1% |
| 3M | -11.7% | -1.4% | -10.3% | -11.8% |
| 6M | -18.7% | +25.5% | -44.2% | -27.8% |
| YTD | +0.2% | +24.8% | -24.6% | -10.8% |
| 1Y | -3.1% | +24.5% | -27.6% | -13.8% |
| 3Y | +17.0% | +157.1% | -140.2% | -29.4% |
| All | +17.0% | +155.8% | -138.8% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling