+28.2%
HON vs WM
+48.8%
-20.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.2% |
| 7D | +3.6% | +1.2% | +2.4% | +3.3% |
| 30D | +7.8% | +15.2% | -7.4% | +4.6% |
| 3M | -4.8% | +8.3% | -13.1% | -6.4% |
| 6M | -1.7% | +13.1% | -14.8% | -4.7% |
| YTD | +10.7% | +12.5% | -1.8% | +6.6% |
| 1Y | +7.8% | +21.8% | -14.0% | +0.7% |
| All | +28.2% | +48.8% | -20.6% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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