+695.6%
AVGO vs SEI
+950.2%
-254.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.2% | +4.2% | +0.1% |
| 7D | +1.0% | +20.7% | -19.6% | -2.9% |
| 30D | -13.3% | +9.1% | -22.4% | -15.3% |
| 3M | -2.9% | -6.0% | +3.1% | -3.0% |
| 6M | +5.7% | +18.9% | -13.2% | +0.1% |
| YTD | +4.6% | +40.1% | -35.5% | -4.9% |
| 1Y | -1.6% | +120.6% | -122.3% | -17.8% |
| 3Y | +336.2% | +562.1% | -225.9% | +205.4% |
| 5Y | +695.6% | +954.5% | -258.8% | +432.0% |
| All | +695.6% | +950.2% | -254.5% | +432.0% |
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