+16.9%
HON vs WY
-25.0%
+41.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.3% | -0.5% |
| 7D | -2.6% | -3.7% | +1.1% | -1.4% |
| 30D | -11.9% | -11.3% | -0.6% | -8.4% |
| 3M | -6.1% | -8.1% | +2.1% | -3.6% |
| 6M | -19.2% | -7.4% | -11.8% | -17.4% |
| YTD | +0.2% | -4.7% | +4.9% | +1.3% |
| 1Y | -1.5% | -9.2% | +7.7% | +1.0% |
| All | +16.9% | -25.0% | +41.9% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling