+215.7%
RSP vs HON
+160.8%
+54.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.3% | -0.4% | +0.1% | -0.2% |
| 30D | +4.4% | +8.6% | -4.1% | -0.6% |
| 3M | +1.3% | -0.8% | +2.0% | +1.3% |
| 6M | +10.0% | -0.1% | +10.1% | +8.1% |
| YTD | +17.6% | +12.8% | +4.9% | +6.4% |
| 1Y | +19.2% | +10.4% | +8.8% | +9.2% |
| 3Y | +66.0% | +30.5% | +35.6% | +32.8% |
| 5Y | +50.4% | +15.0% | +35.4% | +29.2% |
| 10Y | +215.7% | +160.5% | +55.2% | +66.3% |
| All | +215.7% | +160.8% | +54.8% | +66.3% |
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