+13.0%
HON vs WMB
+195.1%
-182.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -0.7% |
| 7D | +1.9% | -6.9% | +8.8% | +3.4% |
| 30D | +9.9% | -7.2% | +17.0% | +11.4% |
| 3M | -5.8% | -5.4% | -0.3% | -5.0% |
| 6M | +3.0% | -4.9% | +7.9% | +3.5% |
| YTD | +13.1% | +14.7% | -1.6% | +7.8% |
| 1Y | +13.2% | +14.7% | -1.6% | +7.8% |
| 3Y | +30.8% | +116.4% | -85.6% | -1.4% |
| 5Y | +13.0% | +198.5% | -185.5% | -24.6% |
| All | +13.0% | +195.1% | -182.1% | -24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling