+284.7%
ALL vs SEI
+616.9%
-332.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.7% | -4.3% | +0.1% |
| 7D | -2.6% | +12.4% | -15.0% | -3.4% |
| 30D | +12.7% | -18.3% | +31.0% | +13.6% |
| 3M | +0.4% | +10.4% | -10.0% | -1.4% |
| 6M | +23.8% | -12.9% | +36.7% | +22.7% |
| YTD | +27.8% | +41.8% | -14.0% | +19.8% |
| 1Y | +28.9% | +30.3% | -1.4% | +21.4% |
| 3Y | +113.9% | +697.3% | -583.5% | +45.3% |
| 5Y | +157.4% | +877.0% | -719.6% | +61.3% |
| All | +284.7% | +616.9% | -332.2% | +132.9% |
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