+1,394.6%
WDC vs HON
+18.6%
+1,376.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +2.0% |
| 7D | +7.5% | -0.6% | +8.0% | +7.8% |
| 30D | +10.1% | -15.4% | +25.4% | +20.9% |
| 3M | -6.8% | -9.1% | +2.3% | -2.2% |
| 6M | +84.1% | -17.1% | +101.2% | +102.7% |
| YTD | +180.3% | +1.5% | +178.7% | +172.9% |
| 1Y | +411.1% | -1.3% | +412.4% | +403.8% |
| All | +1,394.6% | +18.6% | +1,376.0% | +1,164.0% |
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