+550.2%
HON vs WCC
+1,758.7%
-1,208.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.1% | -1.3% |
| 7D | -0.8% | +8.5% | -9.3% | -3.0% |
| 30D | -15.2% | -1.0% | -14.2% | -15.1% |
| 3M | -6.0% | +2.1% | -8.1% | -7.1% |
| 6M | -14.9% | +36.8% | -51.7% | -22.9% |
| YTD | +3.2% | +47.7% | -44.6% | -8.8% |
| 1Y | 0.0% | +66.5% | -66.5% | -14.9% |
| 3Y | +21.5% | +134.2% | -112.7% | -10.9% |
| 5Y | +4.0% | +231.6% | -227.6% | -34.0% |
| 10Y | +138.4% | +508.1% | -369.7% | +15.6% |
| All | +550.2% | +1,758.7% | -1,208.5% | +78.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling