+12.0%
HON vs WCC
+139.9%
-127.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.2% |
| 7D | +1.4% | +9.9% | -8.5% | -0.6% |
| 30D | +7.5% | -8.4% | +15.9% | +8.9% |
| 3M | -4.3% | -10.3% | +6.0% | -2.9% |
| 6M | -1.5% | -10.5% | +8.9% | -0.5% |
| YTD | +10.5% | +32.2% | -21.6% | +2.1% |
| 1Y | +8.5% | +25.5% | -17.0% | +1.2% |
| 3Y | +28.0% | +134.7% | -106.7% | -1.6% |
| All | +12.0% | +139.9% | -127.9% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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