+2,326.0%
HON vs WWD
+15,408.5%
-13,082.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.6% |
| 7D | -3.6% | +1.3% | -4.9% | -4.0% |
| 30D | -15.3% | -7.2% | -8.1% | -13.3% |
| 3M | -7.9% | -3.8% | -4.1% | -6.9% |
| 6M | -18.1% | -9.9% | -8.1% | -15.9% |
| YTD | +3.8% | +14.8% | -11.0% | -1.8% |
| 1Y | +0.5% | +42.1% | -41.6% | -11.7% |
| 3Y | +19.8% | +170.8% | -151.0% | -16.5% |
| 5Y | +2.9% | +197.5% | -194.6% | -31.7% |
| 10Y | +134.6% | +477.8% | -343.2% | +21.2% |
| All | +2,326.0% | +15,408.5% | -13,082.6% | +632.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling