+128.9%
ASML vs SEI
+565.5%
-436.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +14.3% | -9.3% | +2.0% |
| 7D | -9.0% | -18.3% | +9.3% | -5.5% |
| 30D | -21.0% | -24.4% | +3.5% | -17.0% |
| 3M | -16.3% | +1.5% | -17.8% | -17.8% |
| 6M | -7.5% | -25.1% | +17.6% | -4.3% |
| YTD | +34.0% | +26.4% | +7.5% | +26.4% |
| 1Y | +39.3% | +8.9% | +30.4% | +33.7% |
| 3Y | +128.9% | +586.7% | -457.8% | +71.2% |
| All | +128.9% | +565.5% | -436.6% | +71.2% |
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