+223.2%
B vs SEI
+647.2%
-424.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.8% | -4.7% | +0.6% |
| 7D | +1.0% | +28.2% | -27.2% | -1.2% |
| 30D | +9.5% | +15.5% | -6.0% | +7.9% |
| 3M | +14.3% | -1.4% | +15.7% | +13.6% |
| 6M | -1.9% | +37.4% | -39.3% | -5.4% |
| YTD | +4.1% | +47.8% | -43.7% | -0.5% |
| 1Y | +56.1% | +174.3% | -118.2% | +42.4% |
| 3Y | +202.0% | +598.5% | -396.5% | +142.5% |
| 5Y | +158.8% | +1,026.2% | -867.4% | +97.0% |
| All | +223.2% | +647.2% | -424.0% | +142.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling