+1.9%
HON vs WPM
+252.7%
-250.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.3% | -0.8% |
| 7D | -2.6% | -3.6% | +1.0% | -2.1% |
| 30D | -11.9% | +12.5% | -24.4% | -13.6% |
| 3M | -6.1% | +40.6% | -46.7% | -11.0% |
| 6M | -19.2% | +0.5% | -19.7% | -20.2% |
| YTD | +0.2% | +29.0% | -28.9% | -4.5% |
| 1Y | -1.5% | +43.8% | -45.3% | -7.7% |
| 3Y | +17.9% | +266.3% | -248.3% | -5.5% |
| 5Y | +1.9% | +255.1% | -253.2% | -21.3% |
| All | +1.9% | +252.7% | -250.7% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling