-6.9%
BABA vs SEI
+592.7%
-599.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.4% | -12.1% | -4.7% |
| 7D | +3.8% | -4.3% | +8.1% | +3.7% |
| 30D | -5.4% | -18.0% | +12.7% | -4.2% |
| 3M | -17.9% | +8.2% | -26.2% | -20.4% |
| 6M | -24.1% | -13.9% | -10.2% | -25.0% |
| YTD | -27.4% | +37.0% | -64.5% | -33.3% |
| 1Y | -36.1% | +24.5% | -60.6% | -40.7% |
| 3Y | +35.4% | +681.1% | -645.7% | -12.9% |
| 5Y | -30.1% | +787.5% | -817.6% | -57.4% |
| All | -6.9% | +592.7% | -599.6% | -41.8% |
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