+9.3%
HON vs HAS
+50.4%
-41.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | +0.8% | -0.2% | +0.9% | +0.8% |
| 30D | +5.7% | +31.0% | -25.3% | -1.1% |
| 3M | -8.3% | +30.7% | -39.0% | -14.3% |
| 6M | -2.4% | +23.9% | -26.3% | -8.0% |
| YTD | +9.0% | +48.3% | -39.3% | -2.2% |
| 1Y | +9.2% | +60.2% | -51.0% | -4.0% |
| 3Y | +26.3% | +189.2% | -162.9% | -6.0% |
| All | +9.3% | +50.4% | -41.1% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling