+254.8%
SPOT vs HON
+82.9%
+171.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.9% | -2.3% |
| 7D | -2.9% | -0.8% | -2.0% | -2.5% |
| 30D | +8.3% | -15.2% | +23.5% | +16.2% |
| 3M | +5.1% | -6.0% | +11.0% | +6.4% |
| 6M | -6.5% | -14.9% | +8.4% | -0.9% |
| YTD | -9.0% | +3.2% | -12.1% | -12.6% |
| 1Y | -26.4% | 0.0% | -26.4% | -28.5% |
| 3Y | +240.0% | +21.5% | +218.6% | +192.9% |
| 5Y | +111.7% | +4.0% | +107.7% | +96.0% |
| All | +254.8% | +82.9% | +171.8% | +140.9% |
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