+46.0%
ASML vs SEI
+21.1%
+24.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.1% |
| 7D | -2.9% | -10.8% | +8.0% | +0.3% |
| 30D | -15.2% | -19.0% | +3.8% | -10.3% |
| 3M | -12.9% | +5.8% | -18.7% | -17.7% |
| 6M | -5.0% | -14.9% | +9.8% | -3.2% |
| YTD | +41.8% | +35.4% | +6.4% | +19.1% |
| 1Y | +46.0% | +23.9% | +22.2% | +24.5% |
| All | +46.0% | +21.1% | +24.9% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling