+230.9%
SPOT vs HON
+17.0%
+213.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.1% |
| 7D | -6.9% | -2.6% | -4.2% | -6.3% |
| 30D | +4.1% | -11.9% | +16.0% | +7.2% |
| 3M | +3.7% | -6.1% | +9.8% | +4.1% |
| 6M | -1.6% | -19.2% | +17.6% | +3.3% |
| YTD | -10.2% | +0.2% | -10.3% | -12.5% |
| 1Y | -25.9% | -1.5% | -24.4% | -27.5% |
| All | +230.9% | +17.0% | +213.9% | +186.0% |
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 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