+295.2%
WBD vs HON
+872.3%
-577.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -0.7% | -3.5% | +2.7% | +1.5% |
| 30D | +1.4% | -13.8% | +15.2% | +11.2% |
| 3M | +4.4% | -11.7% | +16.1% | +11.4% |
| 6M | +0.8% | -18.7% | +19.6% | +12.5% |
| YTD | -2.7% | +0.2% | -2.9% | -6.1% |
| 1Y | +73.4% | -3.1% | +76.5% | +70.0% |
| 3Y | +142.1% | +17.0% | +125.2% | +110.8% |
| 5Y | +7.2% | +2.0% | +5.2% | +2.2% |
| 10Y | +14.2% | +135.4% | -121.2% | -38.5% |
| All | +295.2% | +872.3% | -577.1% | -10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling