+132.1%
HON vs WEC
+146.6%
-14.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -1.0% |
| 7D | -2.6% | -1.3% | -1.4% | -2.1% |
| 30D | -11.9% | -0.4% | -11.5% | -11.7% |
| 3M | -6.1% | -6.8% | +0.7% | -3.6% |
| 6M | -19.2% | -6.4% | -12.8% | -17.3% |
| YTD | +0.2% | +2.5% | -2.3% | -1.0% |
| 1Y | -1.5% | -0.4% | -1.1% | -1.7% |
| 3Y | +17.9% | +38.5% | -20.6% | +2.4% |
| 5Y | +1.9% | +31.7% | -29.7% | -10.4% |
| All | +132.1% | +146.6% | -14.5% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling