+1.9%
HON vs WU
-51.6%
+53.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -2.6% | -5.0% | +2.3% | -1.5% |
| 30D | -11.9% | -2.3% | -9.6% | -11.5% |
| 3M | -6.1% | -3.2% | -2.9% | -6.5% |
| 6M | -19.2% | -25.0% | +5.8% | -14.4% |
| YTD | +0.2% | -21.7% | +21.8% | +4.6% |
| 1Y | -1.5% | -9.0% | +7.5% | -1.7% |
| 3Y | +17.9% | -28.9% | +46.8% | +24.1% |
| 5Y | +1.9% | -51.0% | +53.0% | +14.9% |
| All | +1.9% | -51.6% | +53.5% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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