+3.1%
HON vs SE
-66.7%
+69.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -1.3% |
| 7D | -0.6% | -3.6% | +3.1% | -0.3% |
| 30D | -15.4% | -5.3% | -10.1% | -15.2% |
| 3M | -9.1% | +28.1% | -37.2% | -11.4% |
| 6M | -17.1% | +20.7% | -37.7% | -18.9% |
| YTD | +1.5% | -14.8% | +16.3% | +1.9% |
| 1Y | -1.3% | -43.6% | +42.3% | +2.5% |
| 3Y | +19.5% | +184.2% | -164.7% | +6.9% |
| 5Y | +3.1% | -66.3% | +69.4% | +5.1% |
| All | +3.1% | -66.7% | +69.8% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling