+713.2%
HON vs IWD
+749.4%
-36.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.7% |
| 7D | -0.4% | -0.6% | +0.2% | +0.4% |
| 30D | +8.6% | +3.6% | +5.0% | +4.7% |
| 3M | -0.8% | +2.7% | -3.4% | -3.6% |
| 6M | -0.1% | +13.2% | -13.3% | -12.5% |
| YTD | +12.8% | +26.8% | -14.0% | -12.4% |
| 1Y | +10.4% | +29.3% | -18.8% | -16.1% |
| 3Y | +30.5% | +85.1% | -54.7% | -32.8% |
| 5Y | +15.0% | +74.2% | -59.2% | -37.0% |
| 10Y | +160.5% | +204.6% | -44.1% | -21.4% |
| All | +713.2% | +749.4% | -36.2% | -25.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling