+11.4%
B vs SEI
+32.3%
-20.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.7% | -6.3% | -2.1% |
| 7D | -2.7% | +12.4% | -15.1% | -4.1% |
| 30D | -4.3% | -18.3% | +13.9% | -2.7% |
| 3M | -2.3% | +10.4% | -12.7% | -5.4% |
| 6M | -16.2% | -12.9% | -3.3% | -16.8% |
| YTD | -8.8% | +41.8% | -50.7% | -17.0% |
| 1Y | +11.4% | +30.3% | -18.9% | +1.7% |
| All | +11.4% | +32.3% | -20.9% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling