+26.3%
HON vs IWD
+78.7%
-52.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.3% |
| 7D | +0.8% | -0.5% | +1.3% | +1.4% |
| 30D | +5.7% | +2.7% | +3.1% | +3.1% |
| 3M | -8.3% | +0.9% | -9.2% | -9.1% |
| 6M | -2.4% | +10.5% | -13.0% | -11.9% |
| YTD | +9.0% | +23.7% | -14.7% | -12.0% |
| 1Y | +9.2% | +28.7% | -19.5% | -15.3% |
| 3Y | +26.3% | +79.7% | -53.4% | -26.8% |
| All | +26.3% | +78.7% | -52.4% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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