+280.8%
ALL vs SEI
+507.3%
-226.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.8% | -1.6% |
| 7D | 0.0% | +10.2% | -10.2% | -0.7% |
| 30D | -1.5% | -1.0% | -0.5% | -1.6% |
| 3M | +23.6% | -27.9% | +51.6% | +25.7% |
| 6M | +22.3% | +10.4% | +11.9% | +19.1% |
| YTD | +26.5% | +20.1% | +6.4% | +21.3% |
| 1Y | +27.0% | +109.7% | -82.7% | +13.3% |
| 3Y | +149.6% | +458.6% | -309.0% | +78.5% |
| 5Y | +118.1% | +775.3% | -657.2% | +38.0% |
| All | +280.8% | +507.3% | -226.4% | +135.6% |
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