+101.9%
WMT vs HON
+17.2%
+84.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | 0.0% | -3.5% | +3.5% | +0.7% |
| 30D | -7.4% | -13.8% | +6.3% | -4.8% |
| 3M | -10.9% | -11.7% | +0.8% | -9.1% |
| 6M | -12.7% | -18.7% | +6.1% | -9.3% |
| YTD | -3.2% | +0.2% | -3.5% | -5.3% |
| 1Y | +5.3% | -3.1% | +8.3% | +3.8% |
| 3Y | +101.9% | +17.0% | +84.9% | +87.7% |
| All | +101.9% | +17.2% | +84.7% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling