+0.5%
HON vs WMB
+31.9%
-31.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.8% | +1.0% |
| 7D | -3.6% | +0.6% | -4.2% | -3.6% |
| 30D | -15.3% | +3.3% | -18.5% | -15.2% |
| 3M | -7.9% | +3.1% | -11.0% | -7.2% |
| 6M | -18.1% | -0.7% | -17.3% | -17.9% |
| YTD | +3.8% | +25.2% | -21.3% | +8.3% |
| 1Y | +0.5% | +32.9% | -32.4% | +3.2% |
| All | +0.5% | +31.9% | -31.4% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling