+8,296.9%
WFC vs HON
+6,070.4%
+2,226.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | +2.5% | +1.4% | +1.1% | +1.8% |
| 30D | +7.0% | +7.5% | -0.5% | +3.1% |
| 3M | -1.8% | -4.3% | +2.6% | +0.1% |
| 6M | +18.4% | -1.5% | +19.9% | +17.7% |
| YTD | -5.6% | +10.5% | -16.1% | -11.9% |
| 1Y | +3.9% | +8.5% | -4.7% | -2.3% |
| 3Y | +126.3% | +28.0% | +98.3% | +93.7% |
| 5Y | +91.1% | +12.0% | +79.1% | +74.6% |
| 10Y | +118.5% | +155.4% | -36.8% | +39.0% |
| All | +8,296.9% | +6,070.4% | +2,226.6% | +1,550.2% |
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