+5,634.3%
HON vs WM
+26,336.4%
-20,702.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.2% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | -15.3% | -2.4% | -12.9% | -14.8% |
| 3M | -7.9% | +0.4% | -8.3% | -8.2% |
| 6M | -18.1% | -9.5% | -8.6% | -16.5% |
| YTD | +3.8% | +0.5% | +3.3% | +3.1% |
| 1Y | +0.5% | -1.1% | +1.6% | +0.1% |
| 3Y | +19.8% | +46.0% | -26.3% | +8.3% |
| 5Y | +2.9% | +51.8% | -48.9% | -8.0% |
| 10Y | +134.6% | +307.5% | -172.9% | +71.0% |
| All | +5,634.3% | +26,336.4% | -20,702.1% | +3,033.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling