+2,482.8%
HON vs WWD
+14,675.7%
-12,192.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +1.4% | +4.0% | -2.5% | +0.2% |
| 30D | +7.5% | +0.4% | +7.1% | +7.2% |
| 3M | -4.3% | -7.9% | +3.6% | -2.1% |
| 6M | -1.5% | -10.6% | +9.1% | +1.4% |
| YTD | +10.5% | +9.4% | +1.1% | +5.9% |
| 1Y | +8.5% | +25.7% | -17.2% | -1.0% |
| 3Y | +28.0% | +148.5% | -120.5% | -8.4% |
| 5Y | +12.0% | +189.5% | -177.5% | -25.2% |
| 10Y | +155.4% | +451.8% | -296.4% | +33.6% |
| All | +2,482.8% | +14,675.7% | -12,192.9% | +690.0% |
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