+343.3%
SPGI vs HON
+154.5%
+188.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | +1.2% | +1.4% | -0.2% | +0.4% |
| 30D | +15.9% | +7.5% | +8.4% | +11.1% |
| 3M | +12.3% | -4.3% | +16.6% | +14.8% |
| 6M | +23.7% | -1.5% | +25.2% | +22.5% |
| YTD | -3.5% | +10.5% | -14.1% | -12.3% |
| 1Y | +0.4% | +8.5% | -8.1% | -7.7% |
| 3Y | +29.9% | +28.0% | +1.9% | +4.2% |
| 5Y | +15.2% | +12.0% | +3.2% | +0.2% |
| All | +343.3% | +154.5% | +188.8% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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