+187.7%
B vs SEI
+584.5%
-396.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.2% | -4.9% | -6.0% |
| 7D | +7.1% | -10.8% | +17.9% | +7.7% |
| 30D | -3.3% | -19.0% | +15.7% | -2.3% |
| 3M | -2.5% | +5.8% | -8.3% | -4.0% |
| 6M | -7.2% | -14.9% | +7.7% | -7.5% |
| YTD | -7.4% | +35.4% | -42.8% | -11.5% |
| 1Y | +16.4% | +23.9% | -7.4% | +11.7% |
| 3Y | +178.7% | +661.3% | -482.6% | +120.5% |
| 5Y | +121.7% | +822.2% | -700.5% | +70.2% |
| All | +187.7% | +584.5% | -396.8% | +115.7% |
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 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