+1.5%
HON vs SPXS
-86.0%
+87.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.5% |
| 7D | -3.5% | +2.5% | -6.0% | -2.8% |
| 30D | -13.8% | +4.2% | -18.0% | -12.7% |
| 3M | -11.7% | -9.3% | -2.4% | -13.5% |
| 6M | -18.7% | -30.7% | +12.0% | -25.0% |
| YTD | +0.2% | -28.1% | +28.3% | -6.3% |
| 1Y | -3.1% | -35.1% | +32.0% | -11.3% |
| 3Y | +17.0% | -79.6% | +96.6% | -15.3% |
| All | +1.5% | -86.0% | +87.4% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling