+167.8%
HON vs WING
+407.0%
-239.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -15.2% | -6.0% | -9.1% | -14.6% |
| 3M | -6.0% | -23.5% | +17.5% | -3.1% |
| 6M | -14.9% | -52.0% | +37.1% | -7.2% |
| YTD | +3.2% | -53.8% | +57.0% | +12.3% |
| 1Y | 0.0% | -63.8% | +63.8% | +12.1% |
| 3Y | +21.5% | -30.8% | +52.3% | +19.3% |
| 5Y | +4.0% | -34.3% | +38.3% | -0.7% |
| 10Y | +138.4% | +352.4% | -214.0% | +66.1% |
| All | +167.8% | +407.0% | -239.2% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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