+83.0%
HON vs SE
+589.8%
-506.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.0% |
| 7D | -3.6% | -6.1% | +2.5% | -3.0% |
| 30D | -15.3% | -2.5% | -12.8% | -15.3% |
| 3M | -7.9% | +21.7% | -29.6% | -10.2% |
| 6M | -18.1% | +27.0% | -45.1% | -20.7% |
| YTD | +3.8% | -12.1% | +16.0% | +4.1% |
| 1Y | +0.5% | -40.9% | +41.4% | +4.7% |
| 3Y | +19.8% | +191.0% | -171.2% | +3.5% |
| 5Y | +2.9% | -68.3% | +71.2% | +7.9% |
| All | +83.0% | +589.8% | -506.8% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling