+14,631.7%
SPGI vs HON
+6,078.4%
+8,553.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.5% | -0.7% |
| 7D | -0.8% | +3.6% | -4.4% | -2.2% |
| 30D | +14.3% | +7.8% | +6.5% | +10.9% |
| 3M | +14.5% | -4.8% | +19.3% | +16.4% |
| 6M | +17.3% | -1.7% | +19.0% | +16.8% |
| YTD | -4.6% | +10.7% | -15.3% | -9.8% |
| 1Y | +0.8% | +7.8% | -7.0% | -3.8% |
| 3Y | +28.8% | +28.1% | +0.7% | +13.7% |
| 5Y | +14.0% | +12.2% | +1.8% | +5.9% |
| 10Y | +332.5% | +155.7% | +176.8% | +195.8% |
| All | +14,631.7% | +6,078.4% | +8,553.3% | +4,368.9% |
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 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