+143.5%
WBD vs HON
+17.0%
+126.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.8% |
| 7D | -0.6% | -2.6% | +2.0% | +0.8% |
| 30D | +4.2% | -11.9% | +16.1% | +11.5% |
| 3M | +7.5% | -6.1% | +13.6% | +8.7% |
| 6M | +1.6% | -19.2% | +20.8% | +13.2% |
| YTD | -2.2% | +0.2% | -2.3% | -8.9% |
| 1Y | +124.9% | -1.5% | +126.4% | +110.9% |
| All | +143.5% | +17.0% | +126.5% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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