+113.2%
WDC vs HON
+12.4%
+100.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.0% | -8.7% | -7.7% |
| 7D | -18.3% | +4.2% | -22.5% | -20.1% |
| 30D | -26.7% | +6.7% | -33.4% | -29.3% |
| 3M | -40.9% | -7.9% | -33.1% | -38.4% |
| 6M | -26.8% | +4.8% | -31.6% | -30.3% |
| YTD | +88.2% | +13.2% | +75.0% | +66.1% |
| 1Y | +113.2% | +13.1% | +100.1% | +87.3% |
| All | +113.2% | +12.4% | +100.8% | +87.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling