+51.5%
RSP vs HON
+4.8%
+46.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.7% |
| 7D | -0.4% | -0.8% | +0.4% | 0.0% |
| 30D | -1.5% | -15.2% | +13.6% | +6.0% |
| 3M | +4.8% | -6.0% | +10.8% | +6.5% |
| 6M | +10.3% | -14.9% | +25.2% | +17.5% |
| YTD | +14.1% | +3.2% | +10.9% | +9.3% |
| 1Y | +17.0% | 0.0% | +17.0% | +13.7% |
| 3Y | +54.2% | +21.5% | +32.7% | +29.8% |
| 5Y | +51.5% | +4.0% | +47.5% | +35.5% |
| All | +51.5% | +4.8% | +46.7% | +35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling