+0.5%
HON vs WSM
+19.9%
-19.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.4% |
| 7D | -3.6% | -3.3% | -0.3% | -2.7% |
| 30D | -15.3% | -8.4% | -6.9% | -13.2% |
| 3M | -7.9% | +9.7% | -17.5% | -10.3% |
| 6M | -18.1% | +16.7% | -34.7% | -21.9% |
| YTD | +3.8% | +28.7% | -24.8% | -2.6% |
| 1Y | +0.5% | +13.7% | -13.2% | -5.2% |
| All | +0.5% | +19.9% | -19.4% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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