+9.8%
HON vs WMB
+17.3%
-7.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.4% |
| 7D | -0.4% | +1.6% | -1.9% | -0.6% |
| 30D | +8.6% | -7.1% | +15.7% | +8.6% |
| 3M | -0.8% | -4.0% | +3.2% | -1.0% |
| 6M | -0.1% | -5.7% | +5.6% | +0.4% |
| YTD | +12.8% | +17.2% | -4.4% | +13.0% |
| All | +9.8% | +17.3% | -7.5% | +10.1% |
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