+432.3%
ASX vs SEI
+770.7%
-338.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -0.4% |
| 7D | -0.7% | +10.2% | -11.0% | -2.6% |
| 30D | +2.0% | -1.0% | +3.0% | +2.0% |
| 3M | -1.3% | -27.9% | +26.6% | +4.1% |
| 6M | +71.4% | +10.4% | +61.0% | +69.1% |
| YTD | +135.3% | +20.1% | +115.2% | +127.9% |
| 1Y | +267.5% | +109.7% | +157.8% | +227.9% |
| 3Y | +388.5% | +458.6% | -70.1% | +265.8% |
| All | +432.3% | +770.7% | -338.4% | +275.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling