+21.5%
HON vs SE
+194.4%
-172.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.7% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -15.2% | -0.1% | -15.1% | -15.3% |
| 3M | -6.0% | +34.1% | -40.1% | -8.8% |
| 6M | -14.9% | +23.2% | -38.1% | -17.0% |
| YTD | +3.2% | -11.2% | +14.3% | +3.0% |
| 1Y | 0.0% | -40.5% | +40.6% | +3.4% |
| 3Y | +21.5% | +196.3% | -174.8% | +14.5% |
| All | +21.5% | +194.4% | -172.9% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling