+272.1%
ALL vs SEI
+647.2%
-375.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.8% | -5.8% | -0.4% |
| 7D | -2.2% | +28.2% | -30.5% | -4.1% |
| 30D | -5.6% | +15.5% | -21.1% | -6.8% |
| 3M | +17.2% | -1.4% | +18.6% | +16.3% |
| 6M | +23.2% | +37.4% | -14.2% | +17.9% |
| YTD | +23.6% | +47.8% | -24.2% | +16.5% |
| 1Y | +29.2% | +174.3% | -145.1% | +12.6% |
| 3Y | +153.8% | +598.5% | -444.6% | +78.1% |
| 5Y | +116.1% | +1,026.2% | -910.1% | +33.5% |
| All | +272.1% | +647.2% | -375.1% | +126.5% |
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