+4.7%
HON vs W
-62.3%
+67.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | -0.8% | +6.5% | -7.3% | -1.4% |
| 30D | -15.2% | -6.2% | -8.9% | -14.7% |
| 3M | -6.0% | +48.9% | -54.8% | -9.7% |
| 6M | -14.9% | +31.2% | -46.1% | -17.7% |
| YTD | +3.2% | -0.4% | +3.6% | +1.7% |
| 1Y | 0.0% | +14.8% | -14.8% | -3.1% |
| 3Y | +21.5% | +40.5% | -19.0% | +10.6% |
| All | +4.7% | -62.3% | +67.1% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 5y: compounded portfolio wealth divided by compounded W 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…
5y analysis · Full analysis span regression · 6 months rolling