+18,229.0%
WDC vs HON
+5,657.9%
+12,571.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.5% |
| 7D | +6.0% | -0.8% | +6.8% | +6.5% |
| 30D | +9.9% | -15.2% | +25.1% | +20.1% |
| 3M | -9.4% | -6.0% | -3.4% | -6.7% |
| 6M | +94.7% | -14.9% | +109.6% | +111.3% |
| YTD | +177.4% | +3.2% | +174.2% | +170.8% |
| 1Y | +412.6% | 0.0% | +412.6% | +406.4% |
| 3Y | +1,359.8% | +21.5% | +1,338.3% | +1,191.8% |
| 5Y | +992.6% | +4.0% | +988.5% | +952.7% |
| 10Y | +1,245.5% | +138.4% | +1,107.1% | +779.2% |
| All | +18,229.0% | +5,657.9% | +12,571.2% | +2,996.0% |
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 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