+14,712.9%
SPGI vs HON
+6,231.9%
+8,481.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.1% | -3.4% | -0.9% |
| 7D | -0.9% | +2.3% | -3.2% | -1.8% |
| 30D | +15.5% | +10.2% | +5.3% | +11.2% |
| 3M | +15.7% | -6.7% | +22.4% | +18.5% |
| 6M | +19.1% | +3.3% | +15.7% | +16.3% |
| YTD | -4.1% | +13.4% | -17.5% | -10.2% |
| 1Y | +1.2% | +14.7% | -13.5% | -5.8% |
| 3Y | +31.6% | +33.4% | -1.8% | +14.4% |
| 5Y | +12.4% | +12.7% | -0.3% | +4.3% |
| 10Y | +334.3% | +164.1% | +170.2% | +193.5% |
| All | +14,712.9% | +6,231.9% | +8,481.0% | +4,351.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling