+128.3%
WFC vs HON
+2.6%
+125.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.8% |
| 7D | +0.4% | -0.6% | +1.0% | +0.7% |
| 30D | +2.5% | -15.4% | +17.8% | +11.7% |
| 3M | +10.0% | -9.1% | +19.1% | +14.4% |
| 6M | +15.1% | -17.1% | +32.1% | +25.6% |
| YTD | -2.2% | +1.5% | -3.7% | -6.1% |
| 1Y | +13.5% | -1.3% | +14.8% | +10.4% |
| 3Y | +135.2% | +19.5% | +115.7% | +95.8% |
| 5Y | +128.3% | +3.1% | +125.3% | +103.6% |
| All | +128.3% | +2.6% | +125.7% | +103.6% |
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