+132.3%
HON vs RMD
+274.3%
-142.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -3.5% | -4.4% | +1.0% | -2.4% |
| 30D | -13.8% | -3.1% | -10.6% | -13.1% |
| 3M | -11.7% | +13.8% | -25.5% | -15.0% |
| 6M | -18.7% | -8.6% | -10.2% | -17.4% |
| YTD | +0.2% | -8.6% | +8.9% | +1.7% |
| 1Y | -3.1% | -19.7% | +16.6% | +1.7% |
| 3Y | +17.0% | +48.4% | -31.4% | +1.0% |
| 5Y | +2.0% | -22.7% | +24.8% | +4.3% |
| All | +132.3% | +274.3% | -142.0% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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