+95.1%
HON vs SE
+358.6%
-263.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.6% | -1.9% |
| 7D | +3.6% | -1.5% | +5.0% | +3.7% |
| 30D | +7.8% | -22.3% | +30.1% | +10.4% |
| 3M | -4.8% | -41.8% | +37.1% | +0.3% |
| 6M | -1.7% | -22.4% | +20.7% | +0.1% |
| YTD | +10.7% | -41.6% | +52.3% | +15.4% |
| 1Y | +7.8% | -48.0% | +55.8% | +13.6% |
| 3Y | +28.1% | +63.9% | -35.8% | +17.5% |
| 5Y | +12.2% | -78.2% | +90.3% | +21.9% |
| All | +95.1% | +358.6% | -263.5% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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