+252.8%
SPOT vs HON
+77.8%
+175.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -3.5% | +0.4% | -1.6% |
| 30D | +7.4% | -13.8% | +21.1% | +14.5% |
| 3M | +8.2% | -11.7% | +19.9% | +13.2% |
| 6M | +2.2% | -18.7% | +20.9% | +10.7% |
| YTD | -9.5% | +0.2% | -9.7% | -12.0% |
| 1Y | -23.8% | -3.1% | -20.8% | -25.0% |
| 3Y | +233.5% | +17.0% | +216.5% | +192.2% |
| 5Y | +112.2% | +2.0% | +110.2% | +98.2% |
| All | +252.8% | +77.8% | +175.1% | +142.6% |
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