+1.9%
HON vs RMD
-22.7%
+24.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.3% |
| 7D | -2.6% | -4.2% | +1.6% | -1.8% |
| 30D | -11.9% | -2.1% | -9.8% | -11.6% |
| 3M | -6.1% | +13.8% | -19.8% | -8.9% |
| 6M | -19.2% | -10.6% | -8.6% | -17.6% |
| YTD | +0.2% | -8.1% | +8.2% | +1.3% |
| 1Y | -1.5% | -18.0% | +16.5% | +2.0% |
| 3Y | +17.9% | +52.9% | -34.9% | +5.3% |
| 5Y | +1.9% | -22.3% | +24.2% | 0.0% |
| All | +1.9% | -22.7% | +24.7% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling