+132.3%
HON vs SPXU
-99.6%
+231.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.7% |
| 7D | -3.5% | +2.5% | -5.9% | -2.7% |
| 30D | -13.8% | +4.2% | -17.9% | -12.5% |
| 3M | -11.7% | -9.3% | -2.4% | -13.9% |
| 6M | -18.7% | -30.7% | +12.0% | -26.3% |
| YTD | +0.2% | -28.1% | +28.4% | -7.7% |
| 1Y | -3.1% | -35.2% | +32.2% | -13.1% |
| 3Y | +17.0% | -79.9% | +96.9% | -21.4% |
| 5Y | +2.0% | -86.4% | +88.4% | -30.6% |
| All | +132.3% | -99.6% | +231.9% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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