+6,005.0%
HON vs WEC
+4,464.3%
+1,540.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.5% |
| 7D | +1.4% | +2.3% | -0.9% | +0.4% |
| 30D | +7.5% | +11.1% | -3.6% | +2.6% |
| 3M | -4.3% | +8.4% | -12.8% | -7.8% |
| 6M | -1.5% | +7.5% | -9.0% | -4.9% |
| YTD | +10.5% | +15.3% | -4.8% | +3.5% |
| 1Y | +8.5% | +9.7% | -1.2% | +3.8% |
| 3Y | +28.0% | +64.7% | -36.6% | +1.5% |
| 5Y | +12.0% | +57.3% | -45.2% | -10.4% |
| 10Y | +155.4% | +195.9% | -40.5% | +47.8% |
| All | +6,005.0% | +4,464.3% | +1,540.6% | +1,042.1% |
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