+1.5%
HON vs WCC
+224.0%
-222.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.7% |
| 7D | -3.5% | +1.5% | -5.0% | -3.8% |
| 30D | -13.8% | -2.1% | -11.6% | -13.5% |
| 3M | -11.7% | +3.8% | -15.5% | -12.9% |
| 6M | -18.7% | +35.0% | -53.7% | -24.5% |
| YTD | +0.2% | +46.4% | -46.1% | -8.8% |
| 1Y | -3.1% | +63.0% | -66.0% | -14.2% |
| 3Y | +17.0% | +133.9% | -117.0% | -9.3% |
| All | +1.5% | +224.0% | -222.5% | -32.7% |
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