+957.1%
WDC vs HON
+1.7%
+955.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -3.5% |
| 7D | +4.4% | -2.6% | +7.0% | +6.3% |
| 30D | +5.3% | -11.9% | +17.2% | +14.6% |
| 3M | -5.9% | -6.1% | +0.2% | -2.7% |
| 6M | +73.2% | -19.2% | +92.4% | +97.8% |
| YTD | +167.8% | +0.2% | +167.7% | +162.0% |
| 1Y | +386.0% | -1.5% | +387.5% | +377.8% |
| 3Y | +1,309.7% | +17.9% | +1,291.8% | +1,071.9% |
| 5Y | +957.1% | +1.9% | +955.2% | +824.4% |
| All | +957.1% | +1.7% | +955.4% | +824.4% |
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