+155.8%
HON vs WMB
+282.5%
-126.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +1.4% | +7.8% | -6.4% | -1.2% |
| 30D | +7.5% | -5.1% | +12.6% | +9.0% |
| 3M | -4.3% | -4.7% | +0.4% | -3.3% |
| 6M | -1.5% | -7.4% | +5.9% | +0.2% |
| YTD | +10.5% | +17.5% | -6.9% | +2.8% |
| 1Y | +8.5% | +19.5% | -10.9% | +0.2% |
| 3Y | +28.0% | +121.3% | -93.2% | -9.1% |
| 5Y | +12.0% | +200.5% | -188.5% | -30.7% |
| All | +155.8% | +282.5% | -126.7% | +26.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling