+21.5%
HON vs WMB
+148.7%
-127.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -2.9% | -1.0% |
| 7D | -0.8% | +0.8% | -1.6% | -1.0% |
| 30D | -15.2% | +7.7% | -22.9% | -16.2% |
| 3M | -6.0% | +6.7% | -12.7% | -6.9% |
| 6M | -14.9% | +3.6% | -18.5% | -15.5% |
| YTD | +3.2% | +28.0% | -24.8% | -1.3% |
| 1Y | 0.0% | +37.6% | -37.6% | -6.4% |
| 3Y | +21.5% | +149.0% | -127.6% | -4.4% |
| All | +21.5% | +148.7% | -127.3% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling