+567.0%
WDC vs HON
+11.9%
+555.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -4.9% |
| 7D | +12.1% | +1.4% | +10.7% | +11.2% |
| 30D | -18.8% | +7.5% | -26.3% | -22.4% |
| 3M | -39.3% | -4.3% | -35.0% | -37.2% |
| 6M | -40.1% | -1.5% | -38.6% | -40.0% |
| YTD | +71.8% | +10.5% | +61.3% | +57.9% |
| 1Y | +88.5% | +8.5% | +79.9% | +75.3% |
| 3Y | +770.0% | +28.0% | +742.0% | +588.6% |
| All | +567.0% | +11.9% | +555.1% | +438.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling