+19.0%
SPGI vs HON
+22.0%
-3.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.0% |
| 7D | -2.5% | -0.8% | -1.6% | -2.2% |
| 30D | +5.4% | -15.2% | +20.6% | +10.8% |
| 3M | +9.0% | -6.0% | +15.0% | +10.2% |
| 6M | +0.8% | -14.9% | +15.7% | +5.4% |
| YTD | -12.6% | +3.2% | -15.7% | -16.4% |
| 1Y | -16.1% | 0.0% | -16.2% | -18.9% |
| 3Y | +19.0% | +21.5% | -2.5% | -0.5% |
| All | +19.0% | +22.0% | -3.0% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling