+2,170.9%
HON vs RMD
+38,753.6%
-36,582.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +1.4% | +2.1% | -0.7% | +1.1% |
| 30D | +7.5% | +2.1% | +5.4% | +7.0% |
| 3M | -4.3% | +6.2% | -10.6% | -5.5% |
| 6M | -1.5% | +19.4% | -20.9% | -4.9% |
| YTD | +10.5% | +0.5% | +10.0% | +9.7% |
| 1Y | +8.5% | -3.9% | +12.5% | +8.5% |
| 3Y | +28.0% | +72.5% | -44.5% | +14.7% |
| 5Y | +12.0% | -1.5% | +13.5% | +8.6% |
| 10Y | +155.4% | +345.8% | -190.4% | +93.1% |
| All | +2,170.9% | +38,753.6% | -36,582.7% | +1,243.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling