+76.7%
HON vs SE
+553.8%
-477.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.2% |
| 7D | -3.5% | -5.2% | +1.8% | -2.9% |
| 30D | -13.8% | -17.1% | +3.3% | -12.2% |
| 3M | -11.7% | +24.0% | -35.7% | -14.1% |
| 6M | -18.7% | +21.0% | -39.7% | -20.9% |
| YTD | +0.2% | -16.7% | +17.0% | +1.0% |
| 1Y | -3.1% | -45.9% | +42.9% | +1.9% |
| 3Y | +17.0% | +177.8% | -160.8% | +1.6% |
| 5Y | +2.0% | -67.4% | +69.4% | +6.4% |
| All | +76.7% | +553.8% | -477.1% | +12.8% |
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