+164.9%
ASML vs SEI
+453.4%
-288.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.7% | +3.5% |
| 7D | +1.1% | +10.2% | -9.1% | -0.8% |
| 30D | +2.2% | -1.0% | +3.2% | +2.2% |
| 3M | -2.3% | -27.9% | +25.6% | +3.3% |
| 6M | +23.0% | +10.4% | +12.6% | +20.6% |
| YTD | +61.1% | +20.1% | +40.9% | +55.6% |
| 1Y | +129.1% | +109.7% | +19.4% | +105.4% |
| All | +164.9% | +453.4% | -288.5% | +97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling