+1.9%
HON vs SPXU
-85.5%
+87.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.2% | -0.9% |
| 7D | -2.6% | +6.4% | -9.0% | -1.0% |
| 30D | -11.9% | +5.9% | -17.8% | -10.4% |
| 3M | -6.1% | -11.7% | +5.6% | -8.6% |
| 6M | -19.2% | -28.7% | +9.5% | -24.9% |
| YTD | +0.2% | -26.4% | +26.5% | -5.8% |
| 1Y | -1.5% | -35.2% | +33.7% | -10.0% |
| 3Y | +17.9% | -79.8% | +97.7% | -15.0% |
| 5Y | +1.9% | -86.1% | +88.0% | -25.4% |
| All | +1.9% | -85.5% | +87.5% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling