+2,033.1%
HON vs RMD
+36,837.6%
-34,804.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.0% |
| 7D | -3.6% | -5.0% | +1.4% | -2.8% |
| 30D | -15.3% | +2.2% | -17.5% | -15.7% |
| 3M | -7.9% | +17.8% | -25.7% | -10.6% |
| 6M | -18.1% | -11.3% | -6.7% | -16.8% |
| YTD | +3.8% | -4.4% | +8.3% | +4.0% |
| 1Y | +0.5% | -15.7% | +16.2% | +2.7% |
| 3Y | +19.8% | +47.7% | -28.0% | +10.0% |
| 5Y | +2.9% | -19.2% | +22.1% | +3.1% |
| 10Y | +134.6% | +280.4% | -145.8% | +81.9% |
| All | +2,033.1% | +36,837.6% | -34,804.6% | +1,174.0% |
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 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