+16.9%
HON vs SEI
+560.9%
-544.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.9% | -1.1% |
| 7D | -2.6% | +20.7% | -23.3% | -3.7% |
| 30D | -11.9% | +9.1% | -21.0% | -12.4% |
| 3M | -6.1% | -6.0% | -0.1% | -6.2% |
| 6M | -19.2% | +18.9% | -38.1% | -20.6% |
| YTD | +0.2% | +40.1% | -40.0% | -2.8% |
| 1Y | -1.5% | +120.6% | -122.1% | -7.3% |
| All | +16.9% | +560.9% | -544.0% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling