+5,919.9%
HON vs HAS
+4,652.9%
+1,267.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.3% |
| 3M | -8.3% | +30.7% | -39.0% | -15.4% |
| 6M | -2.4% | +23.9% | -26.3% | -9.0% |
| YTD | +9.0% | +48.3% | -39.3% | -3.8% |
| 1Y | +9.2% | +60.2% | -51.0% | -5.8% |
| 3Y | +26.3% | +189.2% | -162.9% | -10.3% |
| 5Y | +9.1% | +50.4% | -41.3% | -8.5% |
| 10Y | +163.4% | +104.2% | +59.3% | +90.6% |
| All | +5,919.9% | +4,652.9% | +1,267.0% | +1,781.9% |
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