+5.4%
HON vs WM
+52.1%
-46.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.3% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | -15.3% | -2.4% | -12.9% | -14.7% |
| 3M | -7.9% | +0.4% | -8.3% | -8.4% |
| 6M | -18.1% | -9.5% | -8.6% | -15.6% |
| YTD | +3.8% | +0.5% | +3.3% | +2.4% |
| 1Y | +0.5% | -1.1% | +1.6% | -0.3% |
| 3Y | +19.8% | +46.0% | -26.3% | 0.0% |
| All | +5.4% | +52.1% | -46.7% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling