+203.1%
B vs SEI
+472.6%
-269.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.6% | -2.5% |
| 7D | -1.6% | +10.2% | -11.8% | -2.4% |
| 30D | +9.4% | -1.0% | +10.5% | +9.4% |
| 3M | +5.0% | -27.9% | +32.9% | +7.0% |
| 6M | -3.5% | +10.4% | -13.9% | -4.9% |
| YTD | +4.5% | +20.1% | -15.7% | +2.2% |
| 1Y | +67.8% | +109.7% | -42.0% | +60.0% |
| All | +203.1% | +472.6% | -269.5% | +146.9% |
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