+5,634.3%
HON vs HAS
+3,598.5%
+2,035.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -3.6% | -1.8% | -1.8% | -3.1% |
| 30D | -15.3% | +2.3% | -17.5% | -15.9% |
| 3M | -7.9% | +10.4% | -18.3% | -10.7% |
| 6M | -18.1% | -3.2% | -14.8% | -17.9% |
| YTD | +3.8% | +15.4% | -11.6% | -1.3% |
| 1Y | +0.5% | +18.8% | -18.3% | -5.4% |
| 3Y | +19.8% | +43.9% | -24.2% | +3.8% |
| 5Y | +2.9% | +13.9% | -11.0% | -6.5% |
| 10Y | +134.6% | +56.4% | +78.2% | +83.4% |
| All | +5,634.3% | +3,598.5% | +2,035.8% | +1,830.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling