+908.9%
HON vs WPM
+5,967.5%
-5,058.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.0% | +1.1% |
| 7D | -3.6% | +1.1% | -4.7% | -3.8% |
| 30D | -15.3% | +26.4% | -41.6% | -17.9% |
| 3M | -7.9% | +20.8% | -28.7% | -10.4% |
| 6M | -18.1% | +1.1% | -19.2% | -18.7% |
| YTD | +3.8% | +32.5% | -28.6% | -0.7% |
| 1Y | +0.5% | +51.5% | -51.0% | -5.8% |
| 3Y | +19.8% | +267.0% | -247.3% | -0.6% |
| 5Y | +2.9% | +250.1% | -247.2% | -15.0% |
| 10Y | +134.6% | +540.4% | -405.7% | +72.1% |
| All | +908.9% | +5,967.5% | -5,058.6% | +408.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling