+156.2%
HON vs HAS
+99.1%
+57.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.2% |
| 7D | +3.6% | +1.6% | +1.9% | +3.1% |
| 30D | +7.8% | +26.6% | -18.8% | +0.4% |
| 3M | -4.8% | +29.0% | -33.7% | -11.8% |
| 6M | -1.7% | +30.6% | -32.3% | -9.8% |
| YTD | +10.7% | +51.5% | -40.8% | -3.4% |
| 1Y | +7.8% | +58.5% | -50.7% | -7.3% |
| 3Y | +28.1% | +214.1% | -186.0% | -13.0% |
| 5Y | +12.2% | +50.2% | -38.1% | -5.4% |
| All | +156.2% | +99.1% | +57.1% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling