+1,852.6%
AVGO vs SEI
+507.3%
+1,345.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -0.5% |
| 7D | -3.0% | +10.2% | -13.2% | -4.9% |
| 30D | -14.4% | -1.0% | -13.4% | -14.6% |
| 3M | -14.4% | -27.9% | +13.5% | -9.7% |
| 6M | +13.1% | +10.4% | +2.7% | +8.8% |
| YTD | +3.8% | +20.1% | -16.4% | -2.6% |
| 1Y | +17.8% | +109.7% | -92.0% | -0.9% |
| 3Y | +325.3% | +458.6% | -133.4% | +184.7% |
| 5Y | +689.9% | +775.3% | -85.4% | +362.6% |
| All | +1,852.6% | +507.3% | +1,345.3% | +1,002.1% |
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 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