+81.8%
ADBE vs SEI
+608.3%
-526.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.2% | +2.8% | -2.1% |
| 7D | -12.9% | +20.7% | -33.6% | -13.9% |
| 30D | -5.6% | +9.1% | -14.8% | -6.3% |
| 3M | +6.6% | -6.0% | +12.6% | +6.1% |
| 6M | -9.6% | +18.9% | -28.5% | -12.2% |
| YTD | -28.9% | +40.1% | -69.0% | -32.4% |
| 1Y | -28.9% | +120.6% | -149.6% | -35.7% |
| 3Y | -55.6% | +562.1% | -617.7% | -65.8% |
| 5Y | -62.2% | +954.5% | -1,016.7% | -73.2% |
| All | +81.8% | +608.3% | -526.5% | +26.8% |
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