+648.8%
HON vs IWD
+726.5%
-77.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.6% | +1.7% |
| 7D | -3.6% | -0.3% | -3.3% | -3.3% |
| 30D | -15.3% | +0.6% | -15.9% | -15.8% |
| 3M | -7.9% | +7.2% | -15.1% | -14.5% |
| 6M | -18.1% | +16.2% | -34.3% | -30.2% |
| YTD | +3.8% | +23.3% | -19.5% | -17.0% |
| 1Y | +0.5% | +29.6% | -29.1% | -23.9% |
| 3Y | +19.8% | +70.5% | -50.7% | -32.6% |
| 5Y | +2.9% | +73.5% | -70.6% | -43.4% |
| 10Y | +134.6% | +198.3% | -63.7% | -27.7% |
| All | +648.8% | +726.5% | -77.7% | -29.5% |
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