+209.8%
RSP vs HON
+136.6%
+73.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.1% |
| 7D | -1.8% | -0.6% | -1.3% | -1.5% |
| 30D | -2.5% | -15.4% | +12.9% | +7.0% |
| 3M | +3.0% | -9.1% | +12.1% | +7.4% |
| 6M | +8.9% | -17.1% | +26.0% | +19.3% |
| YTD | +13.0% | +1.5% | +11.5% | +8.9% |
| 1Y | +16.2% | -1.3% | +17.6% | +13.5% |
| 3Y | +52.7% | +19.5% | +33.1% | +28.7% |
| 5Y | +50.5% | +3.1% | +47.4% | +38.1% |
| 10Y | +209.8% | +138.4% | +71.5% | +78.4% |
| All | +209.8% | +136.6% | +73.3% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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