+772.3%
ASX vs SEI
+592.7%
+179.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.4% | +0.3% | +6.9% |
| 7D | -12.3% | -4.3% | -8.0% | -11.5% |
| 30D | -26.0% | -18.0% | -7.9% | -23.0% |
| 3M | -8.1% | +8.2% | -16.3% | -9.8% |
| 6M | +1.4% | -13.9% | +15.3% | +3.6% |
| YTD | +115.6% | +37.0% | +78.5% | +101.9% |
| 1Y | +128.0% | +24.5% | +103.5% | +116.0% |
| 3Y | +371.4% | +681.1% | -309.7% | +206.0% |
| 5Y | +469.4% | +787.5% | -318.1% | +244.1% |
| All | +772.3% | +592.7% | +179.6% | +390.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling