-14.3%
WMT vs HON
-15.8%
+1.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.3% |
| 7D | -0.2% | -0.6% | +0.3% | -0.3% |
| 30D | -5.8% | -15.4% | +9.6% | -6.7% |
| 3M | -10.8% | -9.1% | -1.6% | -11.1% |
| 6M | -14.3% | -17.1% | +2.7% | -12.5% |
| All | -14.3% | -15.8% | +1.5% | -12.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling