+8,627.7%
WFC vs HON
+5,695.7%
+2,932.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | +3.8% | -3.6% | +7.4% | +5.6% |
| 30D | +1.5% | -15.3% | +16.7% | +10.0% |
| 3M | +10.9% | -7.9% | +18.8% | +14.4% |
| 6M | +8.4% | -18.1% | +26.5% | +18.2% |
| YTD | -1.9% | +3.8% | -5.7% | -5.4% |
| 1Y | +12.3% | +0.5% | +11.9% | +9.8% |
| 3Y | +132.3% | +19.8% | +112.6% | +106.0% |
| 5Y | +130.1% | +2.9% | +127.2% | +119.6% |
| 10Y | +134.4% | +134.6% | -0.2% | +55.4% |
| All | +8,627.7% | +5,695.7% | +2,932.0% | +1,673.8% |
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