+99.7%
HON vs SEI
+647.2%
-547.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.8% | -7.4% | -2.3% |
| 7D | -0.6% | +28.2% | -28.8% | -3.8% |
| 30D | -15.4% | +15.5% | -30.9% | -17.2% |
| 3M | -9.1% | -1.4% | -7.8% | -10.1% |
| 6M | -17.1% | +37.4% | -54.5% | -22.1% |
| YTD | +1.5% | +47.8% | -46.3% | -6.2% |
| 1Y | -1.3% | +174.3% | -175.6% | -17.6% |
| 3Y | +19.5% | +598.5% | -578.9% | -22.6% |
| 5Y | +3.1% | +1,026.2% | -1,023.1% | -43.2% |
| All | +99.7% | +647.2% | -547.4% | +5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling