+134.3%
ASML vs SEI
+674.8%
-540.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.4% | -2.2% | +4.4% |
| 7D | -0.8% | -4.3% | +3.4% | -0.3% |
| 30D | -14.9% | -18.0% | +3.2% | -12.1% |
| 3M | -13.0% | +8.2% | -21.2% | -15.6% |
| 6M | -4.7% | -13.9% | +9.2% | -3.9% |
| YTD | +42.3% | +37.0% | +5.3% | +32.1% |
| 1Y | +49.7% | +24.5% | +25.2% | +40.3% |
| All | +134.3% | +674.8% | -540.5% | +70.2% |
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