+17.0%
HON vs WPM
+267.3%
-250.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | -3.5% | -0.6% | -2.9% | -3.4% |
| 30D | -13.8% | +14.4% | -28.2% | -15.5% |
| 3M | -11.7% | +37.0% | -48.7% | -15.7% |
| 6M | -18.7% | +4.1% | -22.9% | -20.3% |
| YTD | +0.2% | +31.7% | -31.5% | -4.0% |
| 1Y | -3.1% | +44.2% | -47.2% | -8.2% |
| 3Y | +17.0% | +265.5% | -248.5% | -3.4% |
| All | +17.0% | +267.3% | -250.3% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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