+1.9%
HON vs WCN
+25.5%
-23.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.0% |
| 7D | -2.6% | -4.4% | +1.8% | -1.2% |
| 30D | -11.9% | -4.4% | -7.4% | -10.7% |
| 3M | -6.1% | +0.5% | -6.6% | -6.6% |
| 6M | -19.2% | -3.3% | -15.9% | -18.7% |
| YTD | +0.2% | -8.5% | +8.6% | +2.7% |
| 1Y | -1.5% | -8.9% | +7.4% | +1.0% |
| 3Y | +17.9% | +18.0% | -0.1% | +7.5% |
| 5Y | +1.9% | +25.0% | -23.1% | -12.0% |
| All | +1.9% | +25.5% | -23.5% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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