+292.7%
ALL vs SEI
+605.9%
-313.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.4% | +0.4% |
| 7D | +5.0% | +10.5% | -5.4% | +4.3% |
| 30D | +13.3% | -8.0% | +21.3% | +13.3% |
| 3M | +3.2% | +6.7% | -3.6% | +1.6% |
| 6M | +25.3% | -17.0% | +42.4% | +24.8% |
| YTD | +30.5% | +39.7% | -9.2% | +22.4% |
| 1Y | +29.2% | +43.2% | -14.0% | +20.5% |
| 3Y | +119.1% | +676.3% | -557.2% | +49.3% |
| 5Y | +162.6% | +891.0% | -728.4% | +63.9% |
| All | +292.7% | +605.9% | -313.3% | +138.0% |
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