+5,634.3%
HON vs WEC
+3,978.4%
+1,655.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | -15.3% | -1.3% | -14.0% | -14.8% |
| 3M | -7.9% | -3.9% | -4.0% | -6.4% |
| 6M | -18.1% | -8.3% | -9.7% | -15.1% |
| YTD | +3.8% | +3.1% | +0.8% | +2.2% |
| 1Y | +0.5% | +1.9% | -1.5% | -0.8% |
| 3Y | +19.8% | +41.9% | -22.2% | +1.3% |
| 5Y | +2.9% | +30.8% | -27.9% | -10.8% |
| 10Y | +134.6% | +141.9% | -7.3% | +48.4% |
| All | +5,634.3% | +3,978.4% | +1,655.9% | +1,028.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling