+1.5%
HON vs WY
-22.2%
+23.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -3.5% | -4.2% | +0.7% | -1.9% |
| 30D | -13.8% | -10.1% | -3.7% | -10.3% |
| 3M | -11.7% | -8.5% | -3.2% | -8.9% |
| 6M | -18.7% | -3.3% | -15.4% | -18.0% |
| YTD | +0.2% | -4.4% | +4.6% | +1.3% |
| 1Y | -3.1% | -11.5% | +8.4% | +0.7% |
| 3Y | +17.0% | -24.3% | +41.3% | +26.1% |
| All | +1.5% | -22.2% | +23.7% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling