+47.5%
ASML vs SEI
+35.9%
+11.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.3% |
| 7D | +4.9% | +10.5% | -5.5% | +1.3% |
| 30D | -9.3% | -8.0% | -1.2% | -8.1% |
| 3M | -19.0% | +6.7% | -25.7% | -23.6% |
| 6M | -5.2% | -17.0% | +11.8% | -2.6% |
| YTD | +40.6% | +39.7% | +0.9% | +15.9% |
| 1Y | +47.5% | +43.2% | +4.3% | +19.5% |
| All | +47.5% | +35.9% | +11.6% | +19.5% |
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