+97.2%
HON vs SEI
+644.4%
-547.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | -0.5% |
| 7D | -3.5% | +22.6% | -26.0% | -6.1% |
| 30D | -13.8% | +9.1% | -22.8% | -15.0% |
| 3M | -11.7% | -11.3% | -0.3% | -11.4% |
| 6M | -18.7% | +22.0% | -40.7% | -22.4% |
| YTD | +0.2% | +47.3% | -47.0% | -7.4% |
| 1Y | -3.1% | +124.8% | -127.8% | -16.6% |
| 3Y | +17.0% | +591.3% | -574.3% | -24.2% |
| 5Y | +2.0% | +1,008.2% | -1,006.2% | -43.6% |
| All | +97.2% | +644.4% | -547.2% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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