+339.7%
AVGO vs SEI
+597.1%
-257.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.8% | -6.9% | -2.4% |
| 7D | -0.8% | +28.2% | -29.0% | -6.3% |
| 30D | -13.7% | +15.5% | -29.2% | -16.9% |
| 3M | -6.9% | -1.4% | -5.6% | -8.0% |
| 6M | +5.8% | +37.4% | -31.6% | -3.6% |
| YTD | +5.7% | +47.8% | -42.2% | -6.1% |
| 1Y | +9.0% | +174.3% | -165.3% | -14.4% |
| All | +339.7% | +597.1% | -257.4% | +222.1% |
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 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