+910.1%
ASX vs SEI
+606.2%
+303.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +16.3% | -10.2% | +3.0% |
| 7D | +6.3% | +28.8% | -22.5% | +1.2% |
| 30D | +6.4% | +10.4% | -3.9% | +4.1% |
| 3M | +13.1% | -11.4% | +24.6% | +15.1% |
| 6M | +90.3% | +31.2% | +59.1% | +80.8% |
| YTD | +149.6% | +39.7% | +109.9% | +133.2% |
| 1Y | +249.2% | +149.0% | +100.2% | +195.0% |
| 3Y | +445.9% | +560.2% | -114.3% | +264.3% |
| 5Y | +477.7% | +955.7% | -478.0% | +237.2% |
| All | +910.1% | +606.2% | +303.9% | +466.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling